Financial Architects, Inc Ishares Tr Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$154.14 - $168.25 $60,268 - $65,785	-391 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$129.66 - $158.8 $259 - $317	2 Added 0.51%	391 $60,000
Q4 2019 Feb 14, 2020	BUY	$137.35 - $161.75 $412 - $485	3 Added 0.78%	389 $62,000
Q2 2019 Aug 14, 2019	BUY	$141.13 - $154.65 $141 - $154	1 Added 0.26%	386 $58,000
Q1 2019 May 13, 2019	BUY	$137.01 - $157.28 $52,748 - $60,552	385 New	385 $59,000
Q1 2019 May 03, 2019	SELL	$137.01 - $157.28 $52,474 - $60,238	-383 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	$132.01 - $167.62 $264 - $335	2 Added 0.52%	383 $54,000
Q3 2018 Oct 29, 2018	BUY	$151.16 - $169.55 $151 - $169	1 Added 0.26%	381 $64,000
Q1 2018 Apr 23, 2018	BUY	$144.38 - $165.42 $144 - $165	1 Added 0.26%	380 $56,000
Q4 2017 Feb 12, 2018	BUY	$149.13 - $160.77 $298 - $321	2 Added 0.53%	379 $58,000
Q3 2017 Nov 01, 2017	BUY	$154.56 - $156.36 $58,269 - $58,947	377	377 $59,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.8 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.32 Million
0.01% of portfolio

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