Abound Wealth Management Ishares Tr Transaction History

Abound Wealth Management

$301 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Aug 12, 2024	SELL	$31.0 - $42.12 $8,804 - $11,962	-284 Closed	0 $0
Q4 2021 Aug 12, 2024	BUY	$28.79 - $32.36 $8,176 - $9,190	284 New	284 $8.55 Million

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$88.9 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$62.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.2 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
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