Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

$388 Million
Q1 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 62,273 shares of IEO stock, worth $6.2 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

62,273

Holding current value

$6.2 Million

% of portfolio

1.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$87.76 - $106.97 $5.47 Million - $6.66 Million	62,273 New	62,273 $6.66 Million
Q4 2022 Jan 09, 2023	SELL	$88.96 - $105.94 $90,205 - $107,423	-1,014 Reduced 3.67%	26,594 $0
Q3 2022 Oct 06, 2022	SELL	$72.71 - $96.38 $48,933 - $64,863	-673 Reduced 2.38%	27,608 $2.3 Million
Q2 2022 Jul 13, 2022	SELL	$76.86 - $105.4 $64,946 - $89,063	-845 Reduced 2.9%	28,281 $2.2 Million
Q1 2022 Apr 26, 2022	BUY	$63.08 - $87.03 $1.84 Million - $2.53 Million	29,126 New	29,126 $2.46 Million

Q4 2021 Jan 18, 2022	SELL	$57.79 - $66.64 $8.66 Million - $9.99 Million	-149,888 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$46.6 - $58.66 $6.98 Million - $8.79 Million	149,888 New	149,888 $8.71 Million

Others Institutions Holding IEO

# of Institutions

184

Shares Held

2.87M

Call Options Held

50.6K

Put Options Held

49.8K

View Full List

About ISHARES TR

Ticker IEO
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Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History