Ci Private Wealth, LLC Ishares Tr Transaction History

Ci Private Wealth, LLC

$68.1 Billion
Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,050 shares of IEZ stock, worth $179,493. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,050

Previous 10,050 -0.0%

Holding current value

$179,493

Previous $170,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$18.42 - $22.2 $228,260 - $275,102	-12,392 Reduced 55.22%	10,050 $195,000
Q4 2024 Feb 10, 2025	SELL	$18.93 - $22.09 $128,042 - $149,416	-6,764 Reduced 23.16%	22,442 $444,000
Q3 2024 Nov 12, 2024	BUY	$19.08 - $23.8 $2,499 - $3,117	131 Added 0.45%	29,206 $586,000
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

# of Institutions

Shares Held

2.91M

Call Options Held

49.1K

Put Options Held

10.4K

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

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Ci Private Wealth, LLC Ishares Tr Transaction History