Big Sur Wealth Management LLC Ishares Tr Transaction History

Big Sur Wealth Management LLC

$354 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$17.87 - $23.07 $200,144 - $258,384	11,200 New	11,200 $216,000

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

$17.9 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

391K
Shares

$7.99 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

209K
Shares

$4.26 Million
0.0% of portfolio
Van Cleef Asset Management,Inc Beachwood, OH

177K
Shares

$3.62 Million
0.41% of portfolio
Genesee Capital Advisors, LLC

171K
Shares

$3.5 Million
1.7% of portfolio

About ISHARES TR

Ticker IEZ
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