A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 29,075 shares of IEZ stock, worth $632,381. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,075
Previous 29,046 0.1%
Holding current value
$632,381
Previous $686,000 5.69%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$20.73 - $24.62 $601 - $713
29 Added 0.1%
29,075 $647,000
Q1 2024

May 09, 2024

BUY
$19.85 - $23.65 $496 - $591
25 Added 0.09%
29,046 $686,000
Q4 2023

Feb 09, 2024

SELL
$20.39 - $24.27 $109,310 - $130,111
-5,361 Reduced 15.59%
29,021 $636,000
Q4 2022

Feb 15, 2023

BUY
$15.41 - $21.93 $529,826 - $753,997
34,382 New
34,382 $728,000

Others Institutions Holding IEZ

About ISHARES TR


  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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