Lee Financial CO Ishares Tr Msci Acwi Low Carbo Transaction History

Lee Financial CO

$611 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$147.18 - $156.7 $109,354 - $116,428	-743 Reduced 80.5%	180 $28,000
Q4 2022 Feb 09, 2023	SELL	$126.3 - $146.54 $280,512 - $325,465	-2,221 Reduced 70.64%	923 $127,000
Q2 2022 Aug 10, 2022	BUY	$133.43 - $165.9 $220,159 - $273,735	1,650 Added 110.44%	3,144 $430,000
Q1 2022 May 11, 2022	BUY	$150.89 - $174.82 $16,597 - $19,230	110 Added 7.95%	1,494 $244,000
Q2 2021 Aug 04, 2021	BUY	$157.95 - $166.85 $67,918 - $71,745	430 Added 45.07%	1,384 $230,000
Q1 2021 May 13, 2021	BUY	$148.24 - $158.11 $2,964 - $3,162	20 Added 2.14%	954 $149,000
Q4 2020 Feb 12, 2021	BUY	$127.74 - $149.16 $105,896 - $123,653	829 Added 789.52%	934 $139,000
Q2 2020 Aug 11, 2020	BUY	$97.7 - $126.74 $2,442 - $3,168	25 Added 31.25%	105 $13,000
Q4 2019 Feb 14, 2020	BUY	$116.87 - $130.07 $9,349 - $10,405	80 New	80 $10,000

Others Institutions Holding CRBN

# of Institutions

121

Shares Held

2.51M

Call Options Held

0

Put Options Held

0

About ISHARES TR MSCI ACWI LOW CARBO

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