Iht Wealth Management, LLC Ishares Inc Msci Global Energy Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$10.51 - $14.6 $106,151 - $147,460	-10,100 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$8.26 - $19.46 $83,426 - $196,546	10,100 New	10,100 $105,000

Others Institutions Holding FILL

# of Institutions

42

Shares Held

1.12M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

314K
Shares

$7.72 Million
0.0% of portfolio
Ars Investment Partners, LLC

133K
Shares

$3.26 Million
0.32% of portfolio
Planned Solutions, Inc.

81K
Shares

$1.99 Million
0.8% of portfolio
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL

70.4K
Shares

$1.73 Million
0.75% of portfolio
Cetera Investment Advisers Schaumburg, IL

56.4K
Shares

$1.39 Million
0.0% of portfolio

About ISHARES INC MSCI GLOBAL ENERGY

Ticker FILL
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