Pcg Wealth Advisors, LLC Ishares Tr Transaction History

Pcg Wealth Advisors, LLC

  • $257 Million
  • Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 16,499 shares of IEO stock, worth $1.46 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
16,499
Previous 13,970 18.1%
Holding current value
$1.46 Million
Previous $1.28 Million 15.74%
% of portfolio
0.57%
Previous 0.52%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
177
Shares Held
2.65M
Call Options Held
24.9K
Put Options Held
47.7K
View Full List

About ISHARES TR

IEO Quotes by TradingView
  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
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