Independent Solutions Wealth Management, LLC Ishares Tr Ishares Core Msci E Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	SELL	$49.11 - $54.08 $319,116 - $351,411	-6,498 Closed	0 $0
Q2 2023 Dec 19, 2024	SELL	$51.32 - $54.8 $16,165 - $17,262	-315 Reduced 4.62%	6,498 $342 Million
Q1 2023 Dec 19, 2024	SELL	$48.02 - $52.66 $1,584 - $1,737	-33 Reduced 0.48%	6,813 $357 Million
Q4 2022 Dec 19, 2024	BUY	$39.22 - $49.15 $268,500 - $336,480	6,846 New	6,846 $325 Million

Others Institutions Holding IEUR

# of Institutions

325

Shares Held

52.5M

Call Options Held

500

Put Options Held

Jpmorgan Chase & CO New York, NY

11.9M
Shares

$649 Million
0.06% of portfolio
Envestnet Asset Management Inc

3.7M
Shares

$201 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.22M
Shares

$175 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.95M
Shares

$161 Million
0.02% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.86M
Shares

$101 Million
0.5% of portfolio

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