Pcg Wealth Advisors, LLC Ishares Tr Transaction History

Pcg Wealth Advisors, LLC

  • $247 Million
  • Q3 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 13,970 shares of IEO stock, worth $1.27 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
13,970
Previous 14,309 2.37%
Holding current value
$1.27 Million
Previous $1.42 Million 10.32%
% of portfolio
0.52%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
178
Shares Held
2.64M
Call Options Held
21.8K
Put Options Held
21.6K
View Full List

About ISHARES TR

IEO Quotes by TradingView
  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
Track This Portfolio

Track Pcg Wealth Advisors, LLC Portfolio

Follow Pcg Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email