Eisner Amper Wealth Management Corporate Benefits, LLC Ishares Tr Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 01, 2022	SELL	$94.4 - $101.46 $190,310 - $204,543	-2,016 Closed	0 $0
Q4 2021 Jan 03, 2022	BUY	$107.03 - $108.32 $5,886 - $5,957	55 Added 2.8%	2,016 $217,000
Q2 2021 Jul 01, 2021	SELL	$107.91 - $108.86 $35,934 - $36,250	-333 Reduced 14.52%	1,961 $212,000
Q1 2021 Apr 01, 2021	SELL	$108.32 - $110.29 $541 - $551	-5 Reduced 0.22%	2,294 $249,000
Q3 2020 Oct 01, 2020	BUY	$110.22 - $110.82 $253,395 - $254,775	2,299 New	2,299 $254,000

Others Institutions Holding MBB

# of Institutions

946

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.84 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.2 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.53 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.77 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.68 Billion
0.72% of portfolio

View Full List

About ISHARES TR

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