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

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$6.74 - $12.06 $674 - $1,206	-100 Closed	0 $0
Q1 2020 Apr 01, 2020	BUY	$5.21 - $20.93 $521 - $2,093	100 New	100 $0

Others Institutions Holding IEZ

# of Institutions

Shares Held

3.43M

Call Options Held

27.4K

Put Options Held

2.7K

Morgan Stanley New York, NY

876K
Shares

$19.3 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

391K
Shares

$8.64 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

209K
Shares

$4.61 Million
0.0% of portfolio
Van Cleef Asset Management,Inc Beachwood, OH

177K
Shares

$3.91 Million
0.41% of portfolio
Genesee Capital Advisors, LLC

171K
Shares

$3.79 Million
1.7% of portfolio

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

More about IEZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account