A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 29,046 shares of IEZ stock, worth $646,854. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,046
Previous 29,021 0.09%
Holding current value
$646,854
Previous $636,000 7.86%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$18.58 - $21.93 $638,817 - $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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