Epg Wealth Management LLC Ishares Tr Transaction History

Epg Wealth Management LLC

$0
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$89.41 - $92.64 $3,755 - $3,890	-42 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$91.2 - $93.98 $91 - $93	1 Added 2.44%	42 $3,000
Q3 2023 Nov 13, 2023	BUY	$88.51 - $93.81 $88 - $93	1 Added 2.5%	41 $3,000
Q3 2022 Nov 15, 2022	BUY	$90.51 - $100.53 $3,620 - $4,021	40 New	40 $4,000
Q2 2022 Aug 15, 2022	SELL	$94.4 - $101.46 $3,681 - $3,956	-39 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$107.99 - $108.77 $4,211 - $4,242	39 New	39 $4,000
Q2 2020 Aug 06, 2020	SELL	$109.82 - $111.24 $47,002 - $47,610	-428 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$105.3 - $110.44 $5,475 - $5,742	-52 Reduced 10.83%	428 $47,000
Q4 2019 Feb 14, 2020	BUY	$107.72 - $108.39 $51,705 - $52,027	480 New	480 $52,000

Others Institutions Holding MBB

# of Institutions

908

Shares Held

311M

Call Options Held

242K

Put Options Held

1.64M

Bank Of America Corp Charlotte, NC

72.8M
Shares

$7 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

29.1M
Shares

$2.8 Billion
0.24% of portfolio
Envestnet Asset Management Inc

25M
Shares

$2.41 Billion
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

18.1M
Shares

$1.74 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16.9M
Shares

$1.62 Billion
0.68% of portfolio

About ISHARES TR

Ticker MBB
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