Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$137.01 - $211.53 $99,195 - $153,147	-724 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$158.57 - $201.6 $114,804 - $145,958	724 New	724 $145,000
Q2 2019 Jul 25, 2019	SELL	$151.11 - $173.38 $437,161 - $501,588	-2,893 Closed	0 $0
Q1 2019 May 10, 2019	SELL	$159.24 - $185.5 $130,736 - $152,295	-821 Reduced 22.11%	2,893 $483,000
Q3 2018 Nov 09, 2018	SELL	$176.69 - $199.85 $37,634 - $42,568	-213 Reduced 5.42%	3,714 $686,000
Q2 2018 Aug 14, 2018	BUY	$155.72 - $182.65 $12,769 - $14,977	82 Added 2.13%	3,927 $691,000
Q4 2017 Feb 13, 2018	SELL	$141.88 - $157.81 $33,341 - $37,085	-235 Reduced 5.76%	3,845 $603,000
Q3 2017 Nov 13, 2017	SELL	$144.65 - $147.74 $10,848 - $11,080	-75 Reduced 1.81%	4,080 $603,000
Q2 2017 Aug 16, 2017	BUY	N/A	4,155	4,155 $617,000

Others Institutions Holding IHF

# of Institutions

220

Shares Held

6.25M

Call Options Held

5.1K

Put Options Held

0

Morgan Stanley New York, NY

772K
Shares

$37.2 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

749K
Shares

$36.1 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

417K
Shares

$20.1 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

336K
Shares

$16.2 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

286K
Shares

$13.8 Million
0.01% of portfolio

About ISHARES TR

Ticker IHF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.