Anchor Investment Management, LLC Ishares Tr Transaction History

Anchor Investment Management, LLC

$1.06 Trillion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2016 Jan 03, 2024	SELL	N/A	-40 Closed	0 $0
Q2 2016 Jan 03, 2024	BUY	N/A	40 New	40 $1.54 Million
Q1 2016 Jan 03, 2024	BUY	N/A	140	140 $5 Million

Others Institutions Holding IEZ

# of Institutions

69

Shares Held

3.45M

Call Options Held

27.4K

Put Options Held

2.7K

Morgan Stanley New York, NY

876K
Shares

$19.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

391K
Shares

$8.65 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

$3.92 Million
0.41% of portfolio
Genesee Capital Advisors, LLC

171K
Shares

$3.79 Million
1.7% of portfolio

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Anchor Investment Management, LLC with notifications on news.