Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

$658 Million
Q1 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

226

Shares Held

7.6M

Call Options Held

21.8K

Put Options Held

50.3K

Morgan Stanley New York, NY

820K
Shares

$42.1 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

785K
Shares

$40.3 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

626K
Shares

$32.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

417K
Shares

$21.4 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

336K
Shares

$17.2 Million
0.88% of portfolio

About ISHARES TR

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