Accel Wealth Management Ishares Tr Transaction History

Accel Wealth Management

$328 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	BUY	$99.29 - $105.6 $99 - $105	1 Added 0.54%	186 $0
Q3 2022 Oct 12, 2022	BUY	$101.16 - $110.02 $101 - $110	1 Added 0.54%	185 $19,000
Q1 2022 Apr 29, 2022	SELL	$112.53 - $120.52 $18,229 - $19,524	-162 Reduced 46.82%	184 $21,000
Q4 2021 Jan 18, 2022	BUY	$120.56 - $122.88 $32,189 - $32,808	267 Added 337.97%	346 $42,000
Q3 2021 Nov 04, 2021	SELL	$121.93 - $124.12 $32,311 - $32,891	-265 Reduced 77.03%	79 $10,000
Q2 2021 Aug 03, 2021	SELL	$120.17 - $122.48 $107,191 - $109,252	-892 Reduced 72.17%	344 $42,000
Q1 2021 May 10, 2021	BUY	$119.54 - $125.6 $119 - $125	1 Added 0.08%	1,236 $148,000
Q4 2020 Jan 27, 2021	BUY	$124.26 - $126.07 $153,461 - $155,696	1,235 New	1,235 $156,000

Others Institutions Holding GBF

# of Institutions

78

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

Destination Wealth Management

187K
Shares

$19.7 Million
0.59% of portfolio
Morgan Stanley New York, NY

118K
Shares

$12.4 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

112K
Shares

$11.7 Million
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

101K
Shares

$10.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

91.8K
Shares

$9.67 Million
0.0% of portfolio

About ISHARES TR

Ticker GBF
Sector ETFs
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