Kore Private Wealth LLC Ishares Tr Transaction History

Kore Private Wealth LLC

  • $554 Million
  • Q3 2022

A detailed history of Kore Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Kore Private Wealth LLC holds 24,382 shares of IEZ stock, worth $433,999. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,382
Previous 27,607 11.68%
Holding current value
$433,999
Previous $441,000 20.41%
% of portfolio
0.06%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$13.6 - $17.49 $43,860 - $56,405
-3,225 Reduced 11.68%
24,382 $351,000
Q2 2022

Aug 15, 2022
BUY
$15.24 - $21.54 $139,750 - $197,521
9,170 Added 49.74%
27,607 $441,000
Q1 2022

May 13, 2022
BUY
$13.71 - $20.0 $90,623 - $132,200
6,610 Added 55.89%
18,437 $355,000
Q4 2021

Feb 11, 2022
BUY
$12.24 - $15.5 $144,762 - $183,318
11,827 New
11,827 $152,000
Q2 2019

Aug 14, 2019
SELL
N/A
-934 Closed
0 $0
Q1 2019

May 16, 2019
SELL
N/A
-699 Reduced 42.8%
934 $24,000
Q4 2018

May 23, 2019
BUY
N/A
1,633 New
1,633 $33,000

Others Institutions Holding IEZ

# of Institutions
86
Shares Held
3.56M
Call Options Held
47.3K
Put Options Held
22.3K
View Full List

About ISHARES TR

IEZ Quotes by TradingView
  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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