Nikulski Financial, Inc. Ishares Tr Transaction History

Nikulski Financial, Inc.

$301 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	SELL	$44.46 - $50.5 $31,611 - $35,905	-711 Reduced 4.96%	13,638 $0
Q3 2022 Oct 20, 2022	SELL	$36.07 - $45.64 $541 - $684	-15 Reduced 0.1%	14,349 $564,000
Q2 2022 Jul 19, 2022	SELL	$37.64 - $48.83 $436,962 - $566,867	-11,609 Reduced 44.7%	14,364 $548,000
Q1 2022 Apr 08, 2022	BUY	$31.0 - $42.12 $805,163 - $1.09 Million	25,973 New	25,973 $1.06 Million
Q3 2021 Nov 05, 2021	SELL	$24.81 - $29.6 $783,747 - $935,064	-31,590 Closed	0 $0

Q2 2021 Aug 11, 2021	SELL	$25.2 - $30.0 $30,441 - $36,240	-1,208 Reduced 3.68%	31,590 $844,000
Q1 2021 May 14, 2021	SELL	$20.29 - $28.47 $377,820 - $530,139	-18,621 Reduced 36.21%	32,798 $860,000
Q4 2020 Feb 09, 2021	BUY	$14.89 - $22.07 $765,628 - $1.13 Million	51,419 New	51,419 $1.04 Million
Q3 2020 Nov 10, 2020	SELL	$15.96 - $20.59 $537,995 - $694,068	-33,709 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	$14.58 - $24.77 $491,477 - $834,971	33,709 New	33,709 $675,000

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

Morgan Stanley New York, NY

2.05M
Shares

$96.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$69 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$68.3 Million
1.79% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$46.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

614K
Shares

$29 Million
0.01% of portfolio

About ISHARES TR

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