Dowling & Yahnke LLC Ishares Tr Transaction History

Dowling & Yahnke LLC

$215 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$58.76 - $119.9 $4,994 - $10,191	-85 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$107.34 - $116.85 $9,123 - $9,932	85 New	85 $19,000

Others Institutions Holding ITA

# of Institutions

662

Shares Held

24.1M

Call Options Held

169K

Put Options Held

180K

Bank Of America Corp Charlotte, NC

9.16M
Shares

$1.35 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$268 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

905K
Shares

$133 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

758K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$105 Million
0.02% of portfolio

About ISHARES TR

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