Hcr Wealth Advisors Ishares Tr Us Broker Dealers & Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$81.32 - $99.97 $169,633 - $208,537	-2,086 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$94.42 - $114.54 $6,514 - $7,903	-69 Reduced 3.2%	2,086 $208,000
Q4 2021 Feb 04, 2022	SELL	$104.77 - $116.15 $22,839 - $25,320	-218 Reduced 9.19%	2,155 $237,000
Q3 2021 Nov 02, 2021	SELL	$97.62 - $110.73 $4,783 - $5,425	-49 Reduced 2.02%	2,373 $248,000
Q2 2021 Jul 21, 2021	BUY	$93.65 - $103.34 $7,304 - $8,060	78 Added 3.33%	2,422 $247,000

Q1 2021 May 13, 2021	SELL	$79.16 - $96.74 $43,142 - $52,723	-545 Reduced 18.86%	2,344 $216,000
Q4 2020 Feb 04, 2021	BUY	$61.29 - $79.54 $4,596 - $5,965	75 Added 2.67%	2,889 $230,000
Q3 2020 Nov 05, 2020	SELL	$59.2 - $65.28 $355 - $391	-6 Reduced 0.21%	2,814 $175,000
Q2 2020 Jul 30, 2020	SELL	$49.38 - $66.46 $3,209 - $4,319	-65 Reduced 2.25%	2,820 $169,000
Q4 2019 Feb 07, 2020	BUY	$60.27 - $68.92 $173,878 - $198,834	2,885 New	2,885 $198,000

Others Institutions Holding IAI

# of Institutions

97

Shares Held

2.03M

Call Options Held

14.8K

Put Options Held

5.2K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

844K
Shares

$100 Million
0.05% of portfolio
Gradient Investments LLC

304K
Shares

$36.1 Million
0.99% of portfolio
Morgan Stanley New York, NY

153K
Shares

$18.2 Million
0.0% of portfolio
Wespac Advisors So Cal, LLC

67.1K
Shares

$7.97 Million
2.06% of portfolio
Wells Fargo & Company San Francisco, CA

52.4K
Shares

$6.22 Million
0.0% of portfolio

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