Kwmg, LLC Ishares Tr Transaction History

Kwmg, LLC

$986 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 10, 2019	SELL	$141.13 - $154.65 $17,076 - $18,712	-121 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$140.48 - $156.38 $16,998 - $18,921	121 New	121 $18,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.8 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.32 Million
0.01% of portfolio

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwmg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kwmg, LLC with notifications on news.