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	$249.77 - $300.0 $3.54 Million - $4.26 Million	-14,191 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$266.13 - $297.6 $52,693 - $58,924	198 Added 1.41%	14,191 $840,000
Q4 2021 Feb 11, 2022	BUY	$271.82 - $301.88 $3.8 Million - $4.22 Million	13,991 Added 699550.0%	13,993 $1.16 Million
Q3 2021 Nov 15, 2021	BUY	$275.57 - $296.34 $551 - $592	2 New	2 $2,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

Morgan Stanley New York, NY

2.17M
Shares

$130 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.75M
Shares

$105 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.6M
Shares

$96 Million
0.05% of portfolio
Ubs Group Ag

1.48M
Shares

$88.4 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

1.18M
Shares

$70.5 Million
0.07% of portfolio

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About ISHARES TR

Ticker IYH
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