Burleson & Company, LLC Ishares Tr Transaction History

Burleson & Company, LLC

$384 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	N/A	-400 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	N/A	400 New	400 $34,000

Others Institutions Holding IYF

# of Institutions

370

Shares Held

15.8M

Call Options Held

8.4K

Put Options Held

12.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.14M
Shares

$205 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$160 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.25M
Shares

$120 Million
1.73% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$114 Million
0.01% of portfolio
Hsbc Holdings PLC London, X0

859K
Shares

$82.2 Million
0.06% of portfolio

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