Mine & Arao Wealth Creation & Management, Llc. Ishares Tr 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	$66.67 - $208.65 $76,070 - $238,069	1,141 Added 200.53%	1,710 $116,000
Q4 2023 Feb 05, 2024	BUY	$166.63 - $185.76 $833 - $928	5 Added 0.89%	569 $105,000
Q2 2023 Aug 07, 2023	BUY	$170.31 - $183.88 $170 - $183	1 Added 0.18%	564 $101,000
Q1 2023 May 09, 2023	BUY	$169.94 - $188.72 $509 - $566	3 Added 0.54%	563 $98,000
Q4 2022 Feb 03, 2023	BUY	$55.99 - $189.96 $391 - $1,329	7 Added 1.27%	560 $104,000
Q2 2022 Aug 16, 2022	BUY	$178.46 - $201.82 $356 - $403	2 Added 0.36%	553 $106,000
Q1 2022 May 13, 2022	SELL	$180.82 - $198.07 $3,254 - $3,565	-18 Reduced 3.16%	551 $107,000
Q4 2021 Feb 07, 2022	BUY	$182.18 - $200.3 $728 - $801	4 Added 0.71%	569 $114,000
Q2 2021 Aug 09, 2021	BUY	$174.94 - $189.58 $699 - $758	4 Added 0.71%	565 $105,000
Q4 2020 Feb 08, 2021	BUY	$159.02 - $179.44 $159 - $179	1 Added 0.18%	561 $101,000
Q3 2020 Nov 13, 2020	BUY	$154.14 - $168.25 $34,219 - $37,351	222 Added 65.68%	560 $92,000
Q2 2020 Aug 04, 2020	BUY	$129.66 - $158.8 $259 - $317	2 Added 0.6%	338 $52,000
Q4 2019 Feb 12, 2020	BUY	$137.35 - $161.75 $46,149 - $54,348	336 New	336 $54,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.7 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.31 Million
0.01% of portfolio

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