Kerntke Otto Mc Glone Wealth Management Group Ishares Trust Ishares 1 5 Year Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$48.63 - $50.19 $66,866 - $69,011	1,375 New	1,375 $68,000
Q3 2021 Nov 09, 2021	SELL	$54.6 - $54.92 $845,535 - $850,491	-15,486 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$54.57 - $54.92 $384,500 - $386,966	7,046 Added 83.48%	15,486 $849,000
Q1 2021 May 14, 2021	SELL	$54.5 - $55.17 $4,142 - $4,192	-76 Reduced 0.89%	8,440 $462,000
Q4 2020 Feb 12, 2021	BUY	$54.79 - $55.17 $60,652 - $61,073	1,107 Added 14.94%	8,516 $470,000
Q3 2020 Nov 12, 2020	BUY	$54.69 - $55.09 $142,467 - $143,509	2,605 Added 54.23%	7,409 $407,000
Q2 2020 Jul 31, 2020	BUY	$51.96 - $54.73 $249,615 - $262,922	4,804 New	4,804 $263,000

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.22 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.11 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$798 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$694 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$631 Million
0.01% of portfolio

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