Howard Financial Services, Ltd. Ishares Tr Msci Acwi Low Carbo Transaction History

Howard Financial Services, Ltd.

$607 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 16, 2024	BUY	$162.6 - $179.62 $182,112 - $201,174	1,120 New	1,120 $201,000
Q2 2023 Jul 12, 2023	SELL	$147.18 - $156.7 $3,385 - $3,604	-23 Reduced 1.24%	1,839 $287,000
Q1 2023 Apr 05, 2023	SELL	$138.3 - $151.49 $5,532 - $6,059	-40 Reduced 2.1%	1,862 $275,000
Q4 2022 Jan 13, 2023	SELL	$126.3 - $146.54 $14,650 - $16,998	-116 Reduced 5.75%	1,902 $0
Q2 2022 Jul 18, 2022	SELL	$133.43 - $165.9 $17,479 - $21,732	-131 Reduced 6.1%	2,018 $276,000
Q3 2021 Nov 01, 2021	SELL	$162.95 - $173.13 $9,777 - $10,387	-60 Reduced 2.72%	2,149 $353,000
Q2 2021 Aug 06, 2021	SELL	$157.95 - $166.85 $22,902 - $24,193	-145 Reduced 6.16%	2,209 $367,000
Q3 2020 Nov 12, 2020	SELL	$121.4 - $137.9 $18,574 - $21,098	-153 Reduced 6.1%	2,354 $308,000
Q4 2019 Jan 27, 2020	SELL	$116.87 - $130.07 $13,323 - $14,827	-114 Reduced 4.35%	2,507 $324,000
Q2 2019 Aug 05, 2019	BUY	$113.62 - $120.95 $2,613 - $2,781	23 Added 0.89%	2,621 $314,000
Q4 2018 Feb 15, 2019	BUY	$99.0 - $120.53 $257,202 - $313,136	2,598 New	2,598 $268,000

Others Institutions Holding CRBN

# of Institutions

121

Shares Held

2.51M

Call Options Held

0

Put Options Held

0

About ISHARES TR MSCI ACWI LOW CARBO

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