Market Street Wealth Management Advisors LLC Ishares Tr Transaction History

Market Street Wealth Management Advisors LLC

$507 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$40.98 - $43.29 $291,736 - $308,181	-7,119 Reduced 37.53%	11,852 $487,000
Q4 2022 Jan 20, 2023	SELL	$41.49 - $43.91 $466,430 - $493,636	-11,242 Reduced 37.21%	18,971 $0
Q3 2022 Oct 21, 2022	BUY	N/A	24,924 Added 471.24%	30,213 $1.28 Million
Q2 2022 Jul 21, 2022	BUY	N/A	5,289 New	5,289 $237,000

Others Institutions Holding IMTB

# of Institutions

Shares Held

2.56M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

822K
Shares

$34.9 Million
0.07% of portfolio
Fin Trust Capital Advisors, LLC

519K
Shares

$22.1 Million
4.37% of portfolio
Destination Wealth Management

410K
Shares

$17.4 Million
0.59% of portfolio
Pfg Advisors

131K
Shares

$5.59 Million
0.42% of portfolio
Tap Consulting, LLC

102K
Shares

$4.33 Million
0.98% of portfolio

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