Mine & Arao Wealth Creation & Management, Llc. Ishares Trust Ishares 1 5 Year Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$50.95 - $51.48 $50 - $51	1 Added 0.51%	196 $10,000
Q4 2023 Feb 05, 2024	BUY	$49.4 - $51.28 $148 - $153	3 Added 1.56%	195 $9,000
Q3 2023 Nov 15, 2023	BUY	$49.74 - $50.37 $49 - $50	1 Added 0.52%	192 $9,000
Q2 2023 Aug 07, 2023	BUY	$50.02 - $50.76 $100 - $101	2 Added 1.06%	191 $9,000
Q1 2023 May 09, 2023	BUY	$49.56 - $50.75 $49 - $50	1 Added 0.53%	189 $9,000
Q4 2022 Feb 03, 2023	BUY	$48.63 - $50.19 $48 - $50	1 Added 0.53%	188 $9,000
Q3 2022 Oct 21, 2022	BUY	$49.08 - $51.27 $49 - $51	1 Added 0.54%	187 $9,000
Q2 2022 Aug 16, 2022	BUY	$49.84 - $51.62 $49 - $51	1 Added 0.54%	186 $9,000
Q4 2021 Feb 07, 2022	BUY	$53.82 - $54.66 $107 - $109	2 Added 1.09%	185 $10,000
Q2 2021 Aug 09, 2021	BUY	$54.57 - $54.92 $54 - $54	1 Added 0.55%	183 $10,000
Q1 2021 May 14, 2021	BUY	$54.5 - $55.17 $54 - $55	1 Added 0.55%	182 $10,000
Q4 2020 Feb 08, 2021	BUY	$54.79 - $55.17 $54 - $55	1 Added 0.56%	181 $10,000
Q3 2020 Nov 13, 2020	BUY	$54.69 - $55.09 $9,844 - $9,916	180 New	180 $10,000

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.22 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.11 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$799 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$695 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$632 Million
0.01% of portfolio

View Full List

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