Curi Wealth Management, LLC Ishares Tr Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$61.3 - $70.47 $262,731 - $302,034	4,286 Added 2.31%	190,229 $13.4 Million
Q3 2023 Nov 06, 2023	SELL	$64.04 - $69.58 $2.03 Million - $2.21 Million	-31,725 Reduced 14.57%	185,943 $12 Million
Q2 2023 Jul 31, 2023	BUY	$66.03 - $69.1 $498,262 - $521,428	7,546 Added 3.59%	217,668 $14.7 Million
Q1 2023 May 03, 2023	SELL	$62.17 - $67.7 $11,439 - $12,456	-184 Reduced 0.09%	210,122 $14 Million
Q4 2022 Feb 03, 2023	BUY	$52.35 - $63.65 $154,589 - $187,958	2,953 Added 1.42%	210,306 $13 Million
Q3 2022 Nov 08, 2022	BUY	$52.32 - $63.1 $2.27 Million - $2.74 Million	43,453 Added 26.51%	207,353 $10.9 Million
Q2 2022 Aug 08, 2022	BUY	$57.91 - $70.46 $887,297 - $1.08 Million	15,322 Added 10.31%	163,900 $9.65 Million
Q1 2022 May 06, 2022	BUY	$63.26 - $75.48 $1.12 Million - $1.34 Million	17,729 Added 13.55%	148,578 $10.3 Million
Q4 2021 Feb 09, 2022	BUY	$72.36 - $77.76 $3.92 Million - $4.22 Million	54,224 Added 70.77%	130,849 $9.77 Million
Q3 2021 Oct 19, 2021	BUY	$72.98 - $78.2 $783,367 - $839,398	10,734 Added 16.29%	76,625 $5.69 Million
Q2 2021 Jul 23, 2021	BUY	$73.11 - $77.88 $1.29 Million - $1.37 Million	17,611 Added 36.48%	65,891 $4.93 Million
Q1 2021 Apr 29, 2021	BUY	$68.58 - $73.12 $970,887 - $1.04 Million	14,157 Added 41.49%	48,280 $3.48 Million
Q4 2020 Mar 19, 2021	BUY	$58.13 - $69.71 $1.98 Million - $2.38 Million	34,123 New	34,123 $2.36 Million

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

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