Goal Vest Advisory LLC Ishares Tr Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 06, 2022	SELL	$239.35 - $295.88 $4,787 - $5,917	-20 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$260.34 - $290.96 $5,206 - $5,819	20 New	20 $6,000

Others Institutions Holding IHF

# of Institutions

219

Shares Held

6.52M

Call Options Held

7.4K

Put Options Held

18.8K

Morgan Stanley New York, NY

793K
Shares

$43.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

785K
Shares

$42.9 Million
0.1% of portfolio
Goldman Sachs Group Inc New York, NY

418K
Shares

$22.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

404K
Shares

$22.1 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

336K
Shares

$18.4 Million
0.86% of portfolio

About ISHARES TR

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