Jamison Private Wealth Management, Inc. Ishares Tr Transaction History

Jamison Private Wealth Management, Inc.

$656 Billion
Q1 2025

A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 14,413 shares of IXUS stock, worth $1.09 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

14,413

Previous 14,856 2.98%

Holding current value

$1.09 Million

Previous $983 Million 2.4%

% of portfolio

0.15%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$65.06 - $72.31 $28,821 - $32,033	-443 Reduced 2.98%	14,413 $1.01 Billion
Q4 2024 Jan 21, 2025	BUY	$65.95 - $72.56 $85,603 - $94,182	1,298 Added 9.57%	14,856 $983 Million
Q3 2024 Oct 15, 2024	BUY	$64.9 - $73.35 $73,531 - $83,105	1,133 Added 9.12%	13,558 $985 Million
Q2 2024 Jul 11, 2024	SELL	$65.1 - $70.07 $7,421 - $7,987	-114 Reduced 0.91%	12,425 $839 Million
Q1 2024 Apr 26, 2024	BUY	$62.39 - $67.92 $54,840 - $59,701	879 Added 7.54%	12,539 $851 Million
Q4 2023 Jan 17, 2024	BUY	$57.18 - $64.93 $73,705 - $83,694	1,289 Added 12.43%	11,660 $757 Million
Q3 2023 Jan 05, 2024	BUY	$59.72 - $65.1 $619,356 - $675,152	10,371 New	10,371 $622 Million

Others Institutions Holding IXUS

# of Institutions

879

Shares Held

499M

Call Options Held

1.5K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IXUS
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Jamison Private Wealth Management, Inc. Ishares Tr Transaction History