Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 02, 2021	SELL	$38.18 - $46.09 $381 - $460	-10 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$42.03 - $48.62 $5,674 - $6,563	-135 Reduced 93.1%	10 $0
Q3 2020 Oct 20, 2020	BUY	$40.16 - $45.53 $441 - $500	11 Added 8.21%	145 $6,000
Q2 2020 Jul 02, 2020	BUY	$36.01 - $41.56 $4,825 - $5,569	134 New	134 $5,000

Others Institutions Holding FXI

# of Institutions

422

Shares Held

204M

Call Options Held

303M

Put Options Held

124M

Morgan Stanley New York, NY

21.8M
Shares

$663 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

19.8M
Shares

$601 Million
0.05% of portfolio
Rafferty Asset Management, LLC New York, NY

17.1M
Shares

$520 Million
1.88% of portfolio
Ubs Group Ag

16.4M
Shares

$499 Million
0.12% of portfolio
Citigroup Inc

15.9M
Shares

$482 Million
0.3% of portfolio

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About ISHARES TR

Ticker FXI
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