Gerber Kawasaki Wealth & Investment Management Ishares Tr Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$239.35 - $295.88 $4.88 Million - $6.03 Million	-20,381 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$260.34 - $290.96 $43,737 - $48,881	168 Added 0.83%	20,381 $1.24 Million
Q4 2021 Feb 11, 2022	BUY	$251.93 - $291.68 $5.09 Million - $5.9 Million	20,212 Added 2021200.0%	20,213 $1.33 Million
Q3 2021 Nov 15, 2021	BUY	$255.78 - $273.21 $255 - $273	1 New	1 $1,000

Others Institutions Holding IHF

# of Institutions

220

Shares Held

6.25M

Call Options Held

5.1K

Put Options Held

Morgan Stanley New York, NY

772K
Shares

$42 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

749K
Shares

$40.8 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

417K
Shares

$22.7 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

336K
Shares

$18.3 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

286K
Shares

$15.6 Million
0.01% of portfolio

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About ISHARES TR

Ticker IHF
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