Pcg Wealth Advisors, LLC Ishares Tr Transaction History

Pcg Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 22,076 shares of IEO stock, worth $1.98 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

22,076

Previous 16,499 33.8%

Holding current value

$1.98 Million

Previous $1.48 Million 41.2%

% of portfolio

0.77%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$86.02 - $99.13 $479,733 - $552,848	5,577 Added 33.8%	22,076 $2.09 Million
Q4 2024 Jan 21, 2025	BUY	$85.22 - $101.77 $215,521 - $257,376	2,529 Added 18.1%	16,499 $1.48 Million
Q3 2024 Oct 15, 2024	SELL	$88.52 - $101.16 $30,008 - $34,293	-339 Reduced 2.37%	13,970 $1.28 Million
Q2 2024 Jul 15, 2024	SELL	$96.41 - $111.94 $50,036 - $58,096	-519 Reduced 3.5%	14,309 $1.42 Million
Q1 2024 Apr 19, 2024	SELL	$87.76 - $106.97 $38,087 - $46,424	-434 Reduced 2.84%	14,828 $1.59 Million
Q4 2023 Jan 29, 2024	SELL	$89.35 - $102.39 $44,228 - $50,683	-495 Reduced 3.14%	15,262 $1.42 Million
Q3 2023 Oct 19, 2023	BUY	$82.81 - $101.54 $1.3 Million - $1.6 Million	15,757 New	15,757 $1.54 Million

Others Institutions Holding IEO

# of Institutions

173

Shares Held

2.57M

Call Options Held

37.3K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

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Pcg Wealth Advisors, LLC Ishares Tr Transaction History