Apriem Advisors Ishares Tr Transaction History

Apriem Advisors

$814 Million
Q2 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$60.83 - $309.78 $980,214 - $4.99 Million	16,114 Added 399.95%	20,143 $1.25 Million
Q3 2023 Nov 13, 2023	SELL	$270.07 - $286.44 $270 - $286	-1 Reduced 0.02%	4,029 $1.09 Million
Q4 2022 Feb 13, 2023	SELL	$50.9 - $291.18 $610 - $3,494	-12 Reduced 0.3%	4,030 $1.14 Million
Q2 2022 Aug 08, 2022	SELL	$249.77 - $300.0 $37,465 - $45,000	-150 Reduced 3.58%	4,042 $1.09 Million
Q1 2022 May 10, 2022	BUY	$266.13 - $297.6 $45,774 - $51,187	172 Added 4.28%	4,192 $1.21 Million
Q4 2021 Feb 09, 2022	BUY	$271.82 - $301.88 $5,436 - $6,037	20 Added 0.5%	4,020 $1.21 Million
Q1 2021 May 10, 2021	BUY	$239.92 - $258.36 $959,680 - $1.03 Million	4,000 New	4,000 $1.01 Million
Q4 2020 Feb 04, 2021	SELL	$219.61 - $245.91 $878,440 - $983,640	-4,000 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$217.29 - $234.25 $138,413 - $149,217	-637 Reduced 13.74%	4,000 $909,000
Q2 2020 Aug 07, 2020	SELL	$180.66 - $222.47 $7,226 - $8,898	-40 Reduced 0.86%	4,637 $1 Million
Q1 2020 May 07, 2020	SELL	$158.63 - $221.56 $39,657 - $55,390	-250 Reduced 5.07%	4,677 $878,000
Q4 2019 Feb 10, 2020	SELL	$184.36 - $217.02 $113,381 - $133,467	-615 Reduced 11.1%	4,927 $1.06 Million
Q3 2019 Nov 12, 2019	BUY	$187.31 - $198.79 $1,873 - $1,987	10 Added 0.18%	5,542 $1.05 Million
Q2 2019 Aug 14, 2019	SELL	$180.7 - $197.36 $50,596 - $55,260	-280 Reduced 4.82%	5,532 $1.08 Million
Q1 2019 May 15, 2019	BUY	$174.36 - $196.3 $6,102 - $6,870	35 Added 0.61%	5,812 $1.13 Million
Q4 2018 Feb 19, 2019	SELL	$170.02 - $204.02 $25,503 - $30,603	-150 Reduced 2.53%	5,777 $1.05 Million
Q2 2018 Aug 14, 2018	BUY	$168.2 - $183.1 $677,005 - $736,977	4,025 Added 211.62%	5,927 $1.06 Million
Q1 2018 May 11, 2018	SELL	$169.12 - $192.78 $40,588 - $46,267	-240 Reduced 11.2%	1,902 $328,000
Q3 2017 Nov 14, 2017	BUY	$170.7 - $171.86 $365,639 - $368,124	2,142	2,142 $368,000

Others Institutions Holding IYH

# of Institutions

532

Shares Held

24M

Call Options Held

30K

Put Options Held

200

About ISHARES TR

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