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

169

Shares Held

2.34M

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

Track This Portfolio

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.

Account

Pcg Wealth Advisors, LLC Ishares Tr Transaction History