First Heartland Consultants, Inc. Ishares Tr Transaction History

First Heartland Consultants, Inc.

$930 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	BUY	$46.21 - $51.17 $210,163 - $232,721	4,548 Added 22.14%	25,088 $1.2 Million
Q1 2024 May 07, 2024	BUY	$41.9 - $49.4 $860,626 - $1.01 Million	20,540 New	20,540 $1.02 Million
Q4 2022 Jan 13, 2023	BUY	$41.43 - $50.5 $143,472 - $174,881	3,463 Added 15.57%	25,710 $0
Q3 2022 Oct 20, 2022	SELL	$36.07 - $45.64 $5.34 Million - $6.76 Million	-148,097 Reduced 86.94%	22,247 $874,000
Q2 2022 Jul 12, 2022	BUY	$37.64 - $48.83 $114,914 - $149,077	3,053 Added 1.82%	170,344 $6.49 Million
Q1 2022 Apr 21, 2022	BUY	$31.0 - $42.12 $5.19 Million - $7.05 Million	167,291 New	167,291 $6.85 Million
Q3 2021 Nov 15, 2021	SELL	$24.81 - $29.6 $195,254 - $232,952	-7,870 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$25.2 - $30.0 $198,324 - $236,100	7,870 New	7,870 $229,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$87.6 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$63.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$61.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.2 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$27.8 Million
0.0% of portfolio

About ISHARES TR

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