Great Valley Advisor Group, Inc. Ishares Tr Ishares Morningstar Transaction History

Great Valley Advisor Group, Inc.

$3.84 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 20, 2021	SELL	$23.24 - $24.06 $871,453 - $902,201	-37,498 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$22.03 - $24.07 $403,765 - $441,154	18,328 Added 95.61%	37,498 $903,000
Q3 2020 Oct 21, 2020	BUY	$22.15 - $23.13 $172,858 - $180,506	7,804 Added 68.66%	19,170 $432,000
Q2 2020 Jul 31, 2020	SELL	$18.99 - $23.14 $452,949 - $551,935	-23,852 Reduced 67.73%	11,366 $252,000
Q1 2020 May 15, 2020	BUY	$18.15 - $26.07 $4,519 - $6,491	249 Added 0.71%	35,218 $705,000
Q4 2019 Feb 10, 2020	SELL	$24.57 - $25.69 $830,908 - $868,784	-33,818 Reduced 49.16%	34,969 $893,000
Q3 2019 Oct 25, 2019	BUY	$24.82 - $25.07 $100,148 - $101,157	4,035 Added 6.23%	68,787 $1.72 Million
Q2 2019 Jul 30, 2019	BUY	N/A	26,719 Added 70.25%	64,752 $1.63 Million
Q1 2019 Apr 26, 2019	BUY	N/A	38,033 New	38,033 $940,000

Others Institutions Holding IYLD

# of Institutions

58

Shares Held

1.22M

Call Options Held

0

Put Options Held

0

About ISHARES TR ISHARES MORNINGSTAR

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