Cary Street Partners Investment Advisory LLC Ishares Tr Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$29.75 - $36.65 $595 - $733	-20 Reduced 51.28%	19 $0
Q4 2022 Feb 14, 2023	BUY	$45.73 - $51.98 $1,783 - $2,027	39 New	39 $1,000

Others Institutions Holding IAT

# of Institutions

174

Shares Held

4.99M

Call Options Held

149K

Put Options Held

240K

Bank Of America Corp Charlotte, NC

502K
Shares

$25.2 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

365K
Shares

$18.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

273K
Shares

$13.7 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

267K
Shares

$13.4 Million
0.0% of portfolio
Us Bancorp \De\

241K
Shares

$12.1 Million
0.01% of portfolio

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