Anchor Investment Management, LLC Ishares Tr Transaction History

Anchor Investment Management, LLC

$972 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 02, 2024	SELL	$107.03 - $108.32 $21,406 - $21,664	-200 Closed	0 $0
Q3 2021 Jan 02, 2024	BUY	$107.99 - $108.77 $21,598 - $21,754	200 New	200 $21.6 Million
Q2 2021 Jan 02, 2024	SELL	$107.91 - $108.86 $25,898 - $26,126	-240 Reduced 54.55%	200 $21.6 Million
Q3 2020 Jan 02, 2024	BUY	$110.22 - $110.82 $48,496 - $48,760	440 New	440 $48.6 Million
Q3 2019 Jan 02, 2024	BUY	$107.22 - $108.5 $47,176 - $47,740	440 New	440 $47.7 Million
Q3 2018 Jan 02, 2024	BUY	$103.02 - $104.34 $45,328 - $45,909	440 New	440 $45.5 Million
Q2 2018 Jan 03, 2024	BUY	$102.95 - $104.54 $45,298 - $45,997	440 New	440 $45.8 Million
Q2 2017 Jan 03, 2024	BUY	N/A	480 New	480 $51.2 Million
Q2 2016 Jan 03, 2024	BUY	N/A	480 New	480 $52.8 Million
Q1 2016 Jan 03, 2024	BUY	N/A	480	480 $52.6 Million

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.85 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

$1.69 Billion
0.72% of portfolio

About ISHARES TR

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