Cary Street Partners Investment Advisory LLC Ishares Tr Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$55.99 - $189.96 $2,799 - $9,498	50 New	50 $9,000
Q4 2020 Feb 12, 2021	SELL	$159.02 - $179.44 $2,703 - $3,050	-17 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$154.14 - $168.25 $2,620 - $2,860	17 New	17 $3,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.8 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.32 Million
0.01% of portfolio

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About ISHARES TR

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