Kcm Investment Advisors LLC Ishares Tr Transaction History

Kcm Investment Advisors LLC

$2.68 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	$31.84 - $37.32 $271,499 - $318,227	-8,527 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$31.51 - $36.65 $1,165 - $1,356	37 Added 0.44%	8,527 $307,000
Q4 2018 Feb 12, 2019	SELL	$29.27 - $43.05 $370,821 - $545,400	-12,669 Reduced 59.88%	8,490 $265,000
Q3 2018 Nov 07, 2018	BUY	$39.59 - $42.74 $1,068 - $1,153	27 Added 0.13%	21,159 $0
Q2 2018 Aug 10, 2018	SELL	$36.19 - $43.43 $171,070 - $205,293	-4,727 Reduced 18.28%	21,132 $886,000

Q1 2018 May 09, 2018	SELL	$36.21 - $42.68 $18,322 - $21,596	-506 Reduced 1.92%	25,859 $956,000
Q4 2017 Feb 22, 2018	BUY	$36.54 - $39.84 $1,388 - $1,513	38 Added 0.14%	26,365 $1.05 Million
Q3 2017 Nov 13, 2017	BUY	$37.19 - $37.43 $979,101 - $985,419	26,327	26,327 $985,000

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

Morgan Stanley New York, NY

2.05M
Shares

$97 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$69.3 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$68.6 Million
1.79% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$46.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

614K
Shares

$29.1 Million
0.01% of portfolio

About ISHARES TR

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