Foresight Capital Management Advisors, Inc. Ishares Tr Transaction History

Foresight Capital Management Advisors, Inc.

$165 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 11, 2022	SELL	$26.84 - $32.0 $22,867 - $27,264	-852 Reduced 1.34%	62,609 $1.7 Million
Q1 2022 May 05, 2022	BUY	$29.99 - $33.33 $70,476 - $78,325	2,350 Added 3.85%	63,461 $2.02 Million
Q4 2021 May 04, 2022	BUY	$29.77 - $31.71 $1.82 Million - $1.94 Million	61,111 New	61,111 $1.91 Million

Others Institutions Holding IDV

# of Institutions

478

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$303 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$193 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$152 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$106 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$74.9 Million
0.02% of portfolio

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