Mc Glone Suttner Wealth Management, Inc. ISHARES TR Transaction History

Mc Glone Suttner Wealth Management, Inc.

  • $662 Billion
  • Q2 2025
Number of Shares
16,694
Previous 18,054 7.53%
Holding current value
$436 Million
Previous $466 Million 6.29%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
N/A
-1,360 Reduced 7.53%
16,694 $436 Million
Q1 2025

Apr 29, 2025
BUY
N/A
1,726 Added 10.57%
18,054 $466 Million
Q4 2024

Jan 17, 2025
BUY
N/A
1,776 Added 12.2%
16,328 $416 Million
Q3 2024

Oct 10, 2024
BUY
N/A
14,552 New
14,552 $389 Million
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