Ivc Wealth Advisors LLC Ishares Transaction History

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$13.42 - $15.39 $13,420 - $15,390	-1,000 Reduced 8.45%	10,829 $151,000
Q4 2023 Jan 10, 2024	SELL	$12.86 - $15.73 $60,274 - $73,726	-4,687 Reduced 28.38%	11,829 $184,000
Q3 2023 Oct 05, 2023	SELL	$14.59 - $19.04 $135,541 - $176,881	-9,290 Reduced 36.0%	16,516 $241,000
Q2 2023 Jul 13, 2023	SELL	$17.78 - $19.91 $264,175 - $295,822	-14,858 Reduced 36.54%	25,806 $474,000
Q1 2023 Apr 13, 2023	SELL	$18.32 - $21.36 $1.06 Million - $1.24 Million	-57,872 Reduced 58.73%	40,664 $804,000
Q4 2022 Jan 17, 2023	SELL	$17.54 - $21.27 $153,667 - $186,346	-8,761 Reduced 8.17%	98,536 $0
Q3 2022 Oct 12, 2022	BUY	$18.81 - $23.61 $27,500 - $34,517	1,462 Added 1.38%	107,297 $2.05 Million
Q2 2022 Jul 11, 2022	BUY	$16.82 - $22.08 $160,059 - $210,113	9,516 Added 9.88%	105,835 $2.02 Million
Q1 2022 Apr 27, 2022	BUY	$17.57 - $21.52 $38,601 - $47,279	2,197 Added 2.33%	96,319 $2.07 Million
Q4 2021 Jan 13, 2022	BUY	$20.44 - $25.79 $12,631 - $15,938	618 Added 0.66%	94,122 $1.99 Million
Q3 2021 Oct 08, 2021	BUY	$21.65 - $23.79 $168,090 - $184,705	7,764 Added 9.06%	93,504 $2.02 Million
Q2 2021 Jul 13, 2021	BUY	$20.71 - $24.62 $566,749 - $673,750	27,366 Added 46.88%	85,740 $2.01 Million
Q1 2021 Apr 20, 2021	BUY	$22.27 - $33.41 $1.3 Million - $1.95 Million	58,374 New	58,374 $1.42 Million

Others Institutions Holding ICLN

# of Institutions

560

Shares Held

45.7M

Call Options Held

4.51M

Put Options Held

5.26M

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