Mine & Arao Wealth Creation & Management, Llc. Ishares Tr Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$205 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 09, 2021	SELL	$120.17 - $122.48 $2,884 - $2,939	-24 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$125.11 - $127.59 $3,002 - $3,062	24 New	24 $3,000

Others Institutions Holding GBF

# of Institutions

Shares Held

1.65M

Call Options Held

Put Options Held

Assetmark, Inc

351K
Shares

$36.6 Million
0.1% of portfolio
Destination Wealth Management

177K
Shares

$18.4 Million
0.57% of portfolio
Morgan Stanley New York, NY

126K
Shares

$13.1 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

125K
Shares

$13.1 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

114K
Shares

$11.8 Million
0.0% of portfolio

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About ISHARES TR

Ticker GBF
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