Foresight Capital Management Advisors, Inc. Ishares Tr Transaction History

Foresight Capital Management Advisors, Inc.

$173 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$76.86 - $105.4 $38,430 - $52,700	-500 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$63.08 - $87.03 $31,540 - $43,515	500 New	500 $42,000

Others Institutions Holding IEO

# of Institutions

170

Shares Held

2.17M

Call Options Held

73.6K

Put Options Held

4.8K

Morgan Stanley New York, NY

342K
Shares

$32.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

147K
Shares

$13.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

112K
Shares

$10.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$9.54 Million
0.0% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

82.3K
Shares

$7.78 Million
0.05% of portfolio

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About ISHARES TR

Ticker IEO
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