Leuthold Group, LLC Ishares Tr Us Broker Dealers & Transaction History

Leuthold Group, LLC

$843 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	SELL	$81.8 - $99.58 $354,357 - $431,380	-4,332 Reduced 31.06%	9,613 $821,000
Q2 2022 Aug 01, 2022	BUY	$81.32 - $99.97 $310,154 - $381,285	3,814 Added 37.65%	13,945 $1.17 Million
Q1 2022 May 04, 2022	BUY	$94.42 - $114.54 $87,810 - $106,522	930 Added 10.11%	10,131 $1.01 Million
Q4 2021 Feb 03, 2022	BUY	$104.77 - $116.15 $65,900 - $73,058	629 Added 7.34%	9,201 $1.01 Million
Q3 2021 Nov 15, 2021	BUY	$97.62 - $110.73 $2,635 - $2,989	27 Added 0.32%	8,572 $895,000
Q2 2021 Aug 13, 2021	SELL	$93.65 - $103.34 $104,700 - $115,534	-1,118 Reduced 11.57%	8,545 $872,000
Q1 2021 May 17, 2021	BUY	$79.16 - $96.74 $27,626 - $33,762	349 Added 3.75%	9,663 $891,000
Q4 2020 Feb 16, 2021	BUY	$61.29 - $79.54 $248,776 - $322,852	4,059 Added 77.24%	9,314 $741,000
Q3 2020 Nov 16, 2020	BUY	$59.2 - $65.28 $311,096 - $343,046	5,255 New	5,255 $326,000

Others Institutions Holding IAI

# of Institutions

147

Shares Held

7.62M

Call Options Held

4.7K

Put Options Held

300

Envestnet Asset Management Inc

1.25M
Shares

$173 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.13M
Shares

$156 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$122 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

803K
Shares

$111 Million
0.04% of portfolio
Truist Financial Corp

787K
Shares

$109 Million
0.14% of portfolio

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