Ima Wealth, Inc. Ishares Tr Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	BUY	$108.32 - $110.29 $98,571 - $100,363	910 Added 24.53%	4,620 $501,000
Q4 2020 Feb 08, 2021	BUY	$109.9 - $110.3 $100,009 - $100,373	910 Added 32.5%	3,710 $409,000
Q1 2019 May 09, 2019	SELL	$104.56 - $106.49 $4,809 - $4,898	-46 Reduced 1.62%	2,800 $298,000
Q4 2018 Jan 15, 2019	SELL	$101.79 - $104.65 $111,969 - $115,115	-1,100 Reduced 27.88%	2,846 $298,000
Q2 2018 Aug 01, 2018	SELL	$102.95 - $104.54 $74,535 - $75,686	-724 Reduced 15.5%	3,946 $411,000
Q1 2018 Apr 20, 2018	BUY	$103.91 - $106.56 $80,010 - $82,051	770 Added 19.74%	4,670 $489,000
Q4 2017 Feb 05, 2018	BUY	$106.18 - $107.25 $414,102 - $418,275	3,900	3,900 $416,000

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.86 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.21 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.54 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.78 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ima Wealth, Inc. with notifications on news.