Mycio Wealth Partners, LLC Ishares Tr Transaction History

Mycio Wealth Partners, LLC

$397 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$103.28 - $115.56 $2,065 - $2,311	-20 Closed	0 $0
Q2 2019 Aug 05, 2019	BUY	$99.62 - $107.96 $1,992 - $2,159	20 New	20 $4,000

Others Institutions Holding ITA

# of Institutions

648

Shares Held

24.7M

Call Options Held

673K

Put Options Held

275K

Bank Of America Corp Charlotte, NC

9.12M
Shares

$1.21 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$263 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

874K
Shares

$116 Million
0.06% of portfolio
Global Assets Advisory, LLC Orlando, FL

844K
Shares

$112 Million
0.29% of portfolio
Ameriprise Financial Inc Minneapolis, MN

742K
Shares

$98.8 Million
0.03% of portfolio

About ISHARES TR

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