Burt Wealth Advisors Ishares Msci Frontier And Sele Transaction History

Burt Wealth Advisors

$378 Million
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 15, 2021	SELL	$28.47 - $29.94 $2,875 - $3,023	-101 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$25.7 - $28.56 $4.99 Million - $5.55 Million	-194,331 Reduced 99.95%	101 $3,000
Q3 2020 Nov 10, 2020	SELL	$23.48 - $25.94 $410,571 - $453,586	-17,486 Reduced 8.25%	194,432 $4.98 Million
Q2 2020 Aug 05, 2020	SELL	$20.89 - $24.7 $3.08 Million - $3.64 Million	-147,357 Reduced 41.02%	211,918 $5.13 Million
Q1 2020 Apr 29, 2020	SELL	$19.66 - $31.28 $666,926 - $1.06 Million	-33,923 Reduced 8.63%	359,275 $7.67 Million
Q4 2019 Jan 29, 2020	SELL	$27.88 - $30.4 $223,263 - $243,443	-8,008 Reduced 2.0%	393,198 $11.9 Million
Q3 2019 Oct 31, 2019	SELL	$27.86 - $28.3 $174,598 - $177,356	-6,267 Reduced 1.54%	401,206 $11.3 Million
Q2 2019 Aug 05, 2019	BUY	N/A	5,879 Added 1.46%	407,473 $12.1 Million
Q1 2019 Apr 24, 2019	BUY	N/A	16,743 Added 4.35%	401,594 $11.4 Million
Q4 2018 Feb 08, 2019	BUY	N/A	12,729 Added 3.42%	384,851 $10.1 Million
Q3 2018 Oct 30, 2018	BUY	N/A	13,095 Added 3.65%	372,122 $10.6 Million
Q2 2018 Jul 27, 2018	SELL	N/A	-10,471 Reduced 2.83%	359,027 $10.3 Million
Q1 2018 Apr 24, 2018	BUY	N/A	4,820 Added 1.32%	369,498 $13 Million
Q4 2017 Jan 30, 2018	BUY	N/A	1,456 Added 0.4%	364,678 $12.1 Million
Q3 2017 Nov 09, 2017	SELL	N/A	-4,927 Reduced 1.34%	363,222 $11.4 Million
Q2 2017 Aug 07, 2017	BUY	N/A	368,149	368,149 $1.05 Million

Others Institutions Holding FM

# of Institutions

91

Shares Held

3.45M

Call Options Held

0

Put Options Held

0

Capital Analysts, LLC Fort Washington, PA

394K
Shares

$10.8 Million
0.48% of portfolio
Morgan Stanley New York, NY

392K
Shares

$10.8 Million
0.0% of portfolio
Equita Financial Network, Inc. Fort Washington, PA

198K
Shares

$5.45 Million
2.27% of portfolio
Strs Ohio

192K
Shares

$5.28 Million
0.02% of portfolio
Dhk Financial Advisors, Inc. Portsmouth, NH

172K
Shares

$4.74 Million
3.33% of portfolio

About ISHARES MSCI FRONTIER AND SELE

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