Foresight Capital Management Advisors, Inc. Ishares Tr Transaction History

Foresight Capital Management Advisors, Inc.

$168 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 11, 2022	SELL	$93.66 - $112.65 $154,819 - $186,210	-1,653 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$98.82 - $112.95 $100,104 - $114,418	1,013 Added 158.28%	1,653 $183,000
Q4 2021 May 04, 2022	BUY	$95.53 - $108.96 $61,139 - $69,734	640 New	640 $66,000

Others Institutions Holding ITA

# of Institutions

748

Shares Held

21M

Call Options Held

600K

Put Options Held

385K

Bank Of America Corp Charlotte, NC

4.1M
Shares

$629 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.91M
Shares

$294 Million
0.02% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

1.32M
Shares

$203 Million
1.15% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$171 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

827K
Shares

$127 Million
0.03% of portfolio

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