Belpointe Asset Management LLC Ishares Tr Transaction History

Belpointe Asset Management LLC

  • $1.49 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$169.94 - $188.72 $16,654 - $18,494
-98 Reduced 13.86%
609 $106,000
Q4 2022

Feb 08, 2023
SELL
$55.99 - $189.96 $7,054 - $23,934
-126 Reduced 15.13%
707 $131,000
Q3 2022

Nov 14, 2022
BUY
$56.37 - $195.56 $112 - $391
2 Added 0.24%
833 $141,000
Q2 2022

Aug 02, 2022
SELL
$178.46 - $201.82 $113,857 - $128,761
-638 Reduced 43.43%
831 $159,000
Q1 2022

Apr 28, 2022
SELL
$180.82 - $198.07 $8,498 - $9,309
-47 Reduced 3.1%
1,469 $285,000
Q4 2021

Feb 15, 2022
SELL
$182.18 - $200.3 $9,473 - $10,415
-52 Reduced 3.32%
1,516 $303,000
Q3 2021

Nov 15, 2021
BUY
$183.15 - $198.47 $11,355 - $12,305
62 Added 4.12%
1,568 $287,000
Q2 2021

Aug 09, 2021
BUY
$174.94 - $189.58 $874 - $947
5 Added 0.33%
1,506 $280,000
Q1 2021

May 14, 2021
SELL
$171.78 - $186.35 $33,668 - $36,524
-196 Reduced 11.55%
1,501 $267,000
Q4 2020

Feb 16, 2021
BUY
$159.02 - $179.44 $173,013 - $195,230
1,088 Added 178.65%
1,697 $305,000
Q3 2020

Nov 13, 2020
BUY
$154.14 - $168.25 $93,871 - $102,464
609 New
609 $100,000

Others Institutions Holding IHE

# of Institutions
150
Shares Held
5.35M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Belpointe Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email