Ma Private Wealth Ishares Tr Transaction History

Ma Private Wealth

$533 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$37.64 - $48.83 $332,662 - $431,559	-8,838 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$31.0 - $42.12 $273,978 - $372,256	8,838 New	8,838 $362,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$90 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.9 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$63.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$46.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.5 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
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