Moneywise, Inc. Ishares Tr Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	SELL	$53.07 - $67.74 $295,652 - $377,379	-5,571 Reduced 35.36%	10,183 $546,000
Q2 2022 Aug 02, 2022	SELL	$57.32 - $74.48 $151,152 - $196,403	-2,637 Reduced 14.34%	15,754 $957,000
Q1 2022 Apr 20, 2022	SELL	$64.57 - $75.32 $378,444 - $441,450	-5,861 Reduced 24.17%	18,391 $1.31 Million
Q4 2021 Jan 12, 2022	SELL	$65.59 - $76.08 $395,966 - $459,294	-6,037 Reduced 19.93%	24,252 $1.85 Million
Q3 2021 Oct 12, 2021	BUY	$65.42 - $71.71 $70,915 - $77,733	1,084 Added 3.71%	30,289 $1.98 Million
Q2 2021 Jul 22, 2021	SELL	$58.78 - $67.05 $98,280 - $112,107	-1,672 Reduced 5.42%	29,205 $1.91 Million
Q1 2021 Apr 14, 2021	SELL	$51.49 - $58.47 $175,580 - $199,382	-3,410 Reduced 9.95%	30,877 $1.79 Million
Q4 2020 Jan 15, 2021	BUY	$49.12 - $55.49 $479,902 - $542,137	9,770 Added 39.85%	34,287 $1.85 Million
Q3 2020 Oct 13, 2020	SELL	$49.13 - $53.95 $45,297 - $49,741	-922 Reduced 3.62%	24,517 $2.5 Million
Q2 2020 Jul 10, 2020	BUY	$42.79 - $55.37 $332,649 - $430,446	7,774 Added 44.01%	25,439 $2.57 Million
Q1 2020 Apr 13, 2020	BUY	$37.65 - $62.99 $311,930 - $521,872	8,285 Added 88.33%	17,665 $1.62 Million
Q4 2019 Jan 07, 2020	BUY	$56.25 - $61.04 $262,068 - $284,385	4,659 Added 98.69%	9,380 $1.13 Million
Q3 2019 Oct 23, 2019	BUY	$56.22 - $60.71 $38,735 - $41,829	689 Added 17.09%	4,721 $567,000
Q2 2019 Jul 17, 2019	BUY	$53.96 - $58.5 $217,566 - $235,872	4,032 New	4,032 $454,000

Others Institutions Holding ICF

# of Institutions

378

Shares Held

22M

Call Options Held

31.4K

Put Options Held

3.9K

About ISHARES TR

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