Kerntke Otto Mc Glone Wealth Management Group Ishares Tr Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$73.28 - $92.46 $37,006 - $46,692	505 Added 2.69%	19,308 $1.76 Million
Q3 2023 Nov 13, 2023	BUY	$77.12 - $89.86 $23,675 - $27,587	307 Added 1.66%	18,803 $1.47 Million
Q2 2023 Aug 09, 2023	BUY	$80.51 - $86.54 $51,767 - $55,645	643 Added 3.6%	18,496 $1.6 Million
Q1 2023 May 04, 2023	SELL	$78.73 - $95.24 $305,944 - $370,102	-3,886 Reduced 17.88%	17,853 $1.52 Million
Q4 2022 Feb 14, 2023	BUY	$76.97 - $89.17 $35,021 - $40,572	455 Added 2.14%	21,739 $1.83 Million
Q3 2022 Nov 14, 2022	SELL	$80.64 - $103.19 $47,335 - $60,572	-587 Reduced 2.68%	21,284 $1.73 Million
Q2 2022 Aug 12, 2022	BUY	$86.95 - $112.38 $103,644 - $133,956	1,192 Added 5.76%	21,871 $2.01 Million
Q1 2022 May 16, 2022	BUY	$99.21 - $115.26 $329,575 - $382,893	3,322 Added 19.14%	20,679 $2.24 Million
Q4 2021 Feb 14, 2022	BUY	$103.03 - $116.14 $1.15 Million - $1.29 Million	11,124 Added 178.47%	17,357 $2.02 Million
Q3 2021 Nov 09, 2021	SELL	$102.34 - $111.27 $133,963 - $145,652	-1,309 Reduced 17.36%	6,233 $638,000
Q2 2021 Aug 04, 2021	SELL	$93.58 - $104.97 $4,398 - $4,933	-47 Reduced 0.62%	7,542 $769,000
Q1 2021 May 14, 2021	BUY	$82.27 - $92.74 $28,547 - $32,180	347 Added 4.79%	7,589 $698,000
Q4 2020 Feb 12, 2021	BUY	$76.87 - $86.71 $17,987 - $20,290	234 Added 3.34%	7,242 $620,000
Q3 2020 Nov 12, 2020	BUY	$76.71 - $84.15 $7,210 - $7,910	94 Added 1.36%	7,008 $559,000
Q2 2020 Jul 31, 2020	BUY	$64.24 - $86.82 $8,672 - $11,720	135 Added 1.99%	6,914 $545,000
Q1 2020 Apr 27, 2020	SELL	$57.84 - $100.28 $30,539 - $52,947	-528 Reduced 7.23%	6,779 $472,000
Q4 2019 Feb 21, 2020	BUY	$89.52 - $95.36 $654,122 - $696,795	7,307 New	7,307 $680,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

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About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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