Accurate Wealth Management, LLC Ishares Tr Transaction History

Accurate Wealth Management, LLC

$464 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$66.67 - $208.65 $7.79 Million - $24.4 Million	116,854 New	116,854 $7.93 Million

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.7 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.31 Million
0.01% of portfolio

About ISHARES TR

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