Moneywise, Inc. Ishares Tr Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 21, 2023	BUY	$58.3 - $63.56 $191,632 - $208,921	3,287 New	3,287 $203,000
Q2 2022 Aug 02, 2022	SELL	$56.25 - $67.81 $7,987 - $9,629	-142 Reduced 3.85%	3,542 $202,000
Q1 2022 Apr 20, 2022	SELL	$61.54 - $72.2 $13,661 - $16,028	-222 Reduced 5.68%	3,684 $245,000
Q4 2021 Jan 12, 2022	SELL	$68.64 - $74.15 $18,807 - $20,317	-274 Reduced 6.56%	3,906 $277,000
Q3 2021 Oct 12, 2021	SELL	$70.98 - $74.79 $115,413 - $121,608	-1,626 Reduced 28.01%	4,180 $297,000
Q2 2021 Jul 22, 2021	SELL	$71.2 - $75.53 $121,396 - $128,778	-1,705 Reduced 22.7%	5,806 $426,000
Q1 2021 Apr 14, 2021	SELL	$67.31 - $72.38 $135,225 - $145,411	-2,009 Reduced 21.1%	7,511 $528,000
Q4 2020 Jan 15, 2021	SELL	$57.1 - $67.59 $504,478 - $597,157	-8,835 Reduced 48.13%	9,520 $640,000
Q3 2020 Oct 13, 2020	SELL	$54.89 - $60.22 $606,040 - $664,889	-11,041 Reduced 37.56%	18,355 $1.07 Million
Q2 2020 Jul 10, 2020	SELL	$44.8 - $57.28 $140,224 - $179,286	-3,130 Reduced 9.62%	29,396 $1.6 Million
Q1 2020 Apr 13, 2020	SELL	$40.8 - $63.03 $107,099 - $165,453	-2,625 Reduced 7.47%	32,526 $1.53 Million
Q4 2019 Jan 07, 2020	BUY	$56.35 - $62.1 $52,630 - $58,001	934 Added 2.73%	35,151 $2.03 Million
Q3 2019 Oct 23, 2019	SELL	$54.56 - $59.46 $173,500 - $189,082	-3,180 Reduced 8.5%	34,217 $1.98 Million
Q2 2019 Jul 17, 2019	SELL	$56.4 - $59.92 $124,023 - $131,764	-2,199 Reduced 5.55%	37,397 $2.19 Million
Q1 2019 Apr 30, 2019	BUY	$51.94 - $58.78 $114,268 - $129,316	2,200 Added 5.88%	39,596 $2.5 Million
Q4 2018 Jan 29, 2019	SELL	$50.85 - $60.45 $36,306 - $43,161	-714 Reduced 1.87%	37,396 $1.96 Million
Q3 2018 Oct 15, 2018	SELL	$58.41 - $61.77 $158,291 - $167,396	-2,710 Reduced 6.64%	38,110 $2.3 Million
Q2 2018 Jul 19, 2018	SELL	$59.24 - $64.37 $10,130 - $11,007	-171 Reduced 0.42%	40,820 $2.46 Million
Q1 2018 Apr 17, 2018	BUY	$61.19 - $67.91 $164,784 - $182,881	2,693 Added 7.03%	40,991 $2.58 Million
Q4 2017 Jan 08, 2018	BUY	$60.98 - $63.16 $107,080 - $110,908	1,756 Added 4.81%	38,298 $2.42 Million
Q3 2017 Oct 10, 2017	BUY	$60.43 - $60.98 $2.21 Million - $2.23 Million	36,542	36,542 $2.23 Million

Others Institutions Holding IXUS

# of Institutions

809

Shares Held

479M

Call Options Held

12K

Put Options Held

6.7K

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