Accel Wealth Management Ishares Tr Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$101.58 - $105.07 $101 - $105	1 Added 0.18%	556 $58,000
Q4 2022 Jan 26, 2023	SELL	$100.23 - $103.85 $8,218 - $8,515	-82 Reduced 12.87%	555 $0
Q2 2022 Aug 03, 2022	BUY	$103.39 - $108.19 $103 - $108	1 Added 0.16%	637 $67,000
Q1 2022 Apr 29, 2022	SELL	$107.97 - $113.53 $18,354 - $19,300	-170 Reduced 21.09%	636 $69,000
Q4 2021 Jan 18, 2022	BUY	$113.61 - $115.26 $31,924 - $32,388	281 Added 53.52%	806 $92,000
Q3 2021 Nov 04, 2021	SELL	$115.05 - $117.23 $32,098 - $32,707	-279 Reduced 34.7%	525 $60,000
Q2 2021 Aug 03, 2021	SELL	$114.9 - $115.97 $8,962 - $9,045	-78 Reduced 8.84%	804 $93,000
Q1 2021 May 10, 2021	SELL	$114.79 - $117.59 $14,119 - $14,463	-123 Reduced 12.24%	882 $101,000
Q4 2020 Jan 27, 2021	BUY	$116.99 - $117.71 $117,574 - $118,298	1,005 New	1,005 $118,000

Others Institutions Holding GVI

# of Institutions

289

Shares Held

28.3M

Call Options Held

0

Put Options Held

0

About ISHARES TR

Ticker GVI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.