Gilliland Jeter Wealth Management LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Gilliland Jeter Wealth Management LLC

  • $307 Billion
  • Q2 2025
Number of Shares
3,900
Holding current value
$206 Million
% of portfolio
0.07%

Shares

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

Jul 24, 2025
BUY
N/A
3,900 New
3,900 $206 Million
Q3 2024

Oct 18, 2024
BUY
N/A
813 Added 144.66%
1,375 $73.6 Million
Q3 2024

Oct 17, 2024
SELL
N/A
-253 Reduced 31.04%
562 $29.5 Million
Q2 2024

Jul 24, 2024
BUY
N/A
253 Added 45.02%
815 $42.5 Million
Q1 2024

May 02, 2024
BUY
N/A
562 New
562 $29.5 Million
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