Edmonds Duncan Registered Investment Advisors, LLC Ishares Tr Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$446 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 31, 2020	SELL	$60.32 - $80.25 $113,461 - $150,950	-1,881 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$71.59 - $80.04 $5,226 - $5,842	-73 Reduced 3.74%	1,881 $300,000
Q2 2019 Aug 06, 2019	SELL	N/A	-108 Reduced 5.24%	1,954 $288,000
Q1 2019 May 15, 2019	BUY	N/A	70 Added 3.51%	2,062 $291,000
Q1 2018 May 23, 2018	BUY	N/A	1,992 New	1,992 $263,000

Others Institutions Holding IYY

# of Institutions

281

Shares Held

3.93M

Call Options Held

5.6K

Put Options Held

100

Morgan Stanley New York, NY

472K
Shares

$63.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

302K
Shares

$40.8 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

162K
Shares

$22 Million
0.02% of portfolio
Savant Capital, LLC

161K
Shares

$21.8 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

149K
Shares

$20.2 Million
0.01% of portfolio

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