Advocacy Wealth Management Services, LLC Ishares Tr Transaction History

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 07, 2019	SELL	N/A	-268 Closed	0 $0
Q2 2018 Jul 09, 2018	BUY	N/A	268 New	268 $10,000

Others Institutions Holding IEZ

# of Institutions

68

Shares Held

3.43M

Call Options Held

27.4K

Put Options Held

2.7K

Morgan Stanley New York, NY

876K
Shares

$19.3 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

391K
Shares

$8.64 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

209K
Shares

$4.61 Million
0.0% of portfolio
Van Cleef Asset Management,Inc Beachwood, OH

177K
Shares

$3.91 Million
0.41% of portfolio
Genesee Capital Advisors, LLC

171K
Shares

$3.79 Million
1.7% of portfolio

About ISHARES TR

Ticker IEZ
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