Accurate Wealth Management, LLC Ishares Tr Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 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

166

Shares Held

5.61M

Call Options Held

100

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.23M
Shares

$224 Million
0.09% of portfolio
Morgan Stanley New York, NY

381K
Shares

$26.4 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

189K
Shares

$13.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

164K
Shares

$11.4 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

102K
Shares

$7.05 Million
0.0% of portfolio

About ISHARES TR

Ticker IHE
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