Insight 2811, Inc. Ishares Tr Transaction History

Insight 2811, Inc.

$200 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$94.4 - $101.46 $370,425 - $398,129	-3,924 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$100.79 - $107.06 $52,511 - $55,778	-521 Reduced 11.72%	3,924 $400,000
Q4 2021 Feb 01, 2022	BUY	$107.03 - $108.32 $15,091 - $15,273	141 Added 3.28%	4,445 $478,000
Q3 2021 Nov 04, 2021	SELL	$107.99 - $108.77 $640,272 - $644,897	-5,929 Reduced 57.94%	4,304 $465,000
Q2 2021 Aug 04, 2021	BUY	$107.91 - $108.86 $117,513 - $118,548	1,089 Added 11.91%	10,233 $1.11 Million

Q1 2021 Apr 29, 2021	BUY	$108.32 - $110.29 $95,104 - $96,834	878 Added 10.62%	9,144 $991,000
Q4 2020 Jan 29, 2021	BUY	$109.9 - $110.3 $908,433 - $911,739	8,266 New	8,266 $910,000

Others Institutions Holding MBB

# of Institutions

899

Shares Held

292M

Call Options Held

869K

Put Options Held

209K

Bank Of America Corp Charlotte, NC

71.5M
Shares

$6.56 Billion
0.63% of portfolio
Jpmorgan Chase & CO New York, NY

25.2M
Shares

$2.31 Billion
0.21% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$2.04 Billion
0.78% of portfolio
Lpl Financial LLC Fort Mill, SC

16.9M
Shares

$1.55 Billion
0.86% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.6M
Shares

$1.25 Billion
0.35% of portfolio

About ISHARES TR

Ticker MBB
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