Mc Glone Suttner Wealth Management, Inc. ISHARES TR Transaction History

Mc Glone Suttner Wealth Management, Inc.

  • $481 Billion
  • Q3 2024
Number of Shares
80,151
Previous 69,079 16.03%
Holding current value
$2.12 Billion
Previous $1.79 Billion 18.5%
% of portfolio
0.44%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
N/A
11,072 Added 16.03%
80,151 $2.12 Billion
Q2 2024

Jul 18, 2024
SELL
N/A
-6,024 Reduced 8.02%
69,079 $1.79 Billion
Q1 2024

Apr 18, 2024
BUY
N/A
6,024 Added 8.72%
75,103 $1.91 Billion
Q4 2023

Jan 18, 2024
BUY
N/A
69,079 New
69,079 $1.79 Billion
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