Pcg Wealth Advisors, LLC Ishares Tr Transaction History

Pcg Wealth Advisors, LLC

$194 Million
Q2 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 10,549 shares of IEO stock, worth $917,657. This represents 0.48% of its overall portfolio holdings.

Number of Shares

10,549

Previous 22,076 52.22%

Holding current value

$917,657

Previous $2.09 Million 55.25%

% of portfolio

0.48%

Previous 0.77%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$74.87 - $95.92 $863,026 - $1.11 Million	-11,527 Reduced 52.22%	10,549 $934,000
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

172

Shares Held

2.17M

Call Options Held

37.1K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

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Pcg Wealth Advisors, LLC Ishares Tr Transaction History