Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$182.18 - $200.3 $86,353 - $94,942	-474 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$183.15 - $198.47 $6,043 - $6,549	-33 Reduced 6.51%	474 $86,000
Q2 2021 Jul 28, 2021	BUY	$174.94 - $189.58 $174 - $189	1 Added 0.2%	507 $94,000
Q1 2021 Apr 26, 2021	BUY	$171.78 - $186.35 $343 - $372	2 Added 0.4%	506 $89,000
Q4 2020 Feb 09, 2021	BUY	$159.02 - $179.44 $5,724 - $6,459	36 Added 7.69%	504 $90,000
Q3 2020 Nov 10, 2020	BUY	$154.14 - $168.25 $154 - $168	1 Added 0.21%	468 $79.4 Million
Q1 2020 May 14, 2020	BUY	$117.05 - $165.25 $234 - $330	2 Added 0.43%	467 $62.8 Million
Q4 2019 Feb 14, 2020	BUY	$137.35 - $161.75 $63,867 - $75,213	465 New	465 $74,000

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

$222 Million
0.09% of portfolio
Morgan Stanley New York, NY

381K
Shares

$26.2 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

189K
Shares

$13 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

164K
Shares

$11.3 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

102K
Shares

$6.99 Million
0.0% of portfolio

About ISHARES TR

Ticker IHE
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