Polaris Wealth Advisory Group, LLC Ishares Inc Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 09, 2020	SELL	$29.21 - $48.12 $8.18 Million - $13.5 Million	-279,913 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$43.65 - $46.99 $919,094 - $989,421	21,056 Added 8.13%	279,913 $13.5 Million
Q3 2019 Oct 09, 2019	SELL	$42.94 - $47.91 $352,193 - $392,957	-8,202 Reduced 3.07%	258,857 $11.3 Million
Q2 2019 Jul 25, 2019	SELL	$45.01 - $47.35 $110,544 - $116,291	-2,456 Reduced 0.91%	267,059 $12.6 Million
Q1 2019 Apr 09, 2019	SELL	$39.96 - $45.9 $719,919 - $826,934	-18,016 Reduced 6.27%	269,515 $12.6 Million

Q4 2018 Jan 17, 2019	SELL	$39.46 - $45.44 $88,627 - $102,058	-2,246 Reduced 0.78%	287,531 $11.7 Million
Q3 2018 Oct 19, 2018	SELL	$43.93 - $46.92 $181,079 - $193,404	-4,122 Reduced 1.4%	289,777 $13.2 Million
Q2 2018 Jul 09, 2018	SELL	$45.33 - $48.5 $30,189 - $32,301	-666 Reduced 0.23%	293,899 $13.7 Million
Q1 2018 Apr 09, 2018	BUY	$45.59 - $50.31 $189,563 - $209,188	4,158 Added 1.43%	294,565 $13.7 Million
Q4 2017 Feb 13, 2018	BUY	$46.21 - $48.21 $1.2 Million - $1.25 Million	25,929 Added 9.8%	290,407 $13.9 Million
Q3 2017 Nov 01, 2017	BUY	$46.06 - $46.24 $2.52 Million - $2.53 Million	54,677 Added 26.06%	264,478 $12.2 Million
Q2 2017 Aug 09, 2017	BUY	N/A	209,801	209,801 $9.33 Million

Others Institutions Holding EPP

# of Institutions

195

Shares Held

35.4M

Call Options Held

700

Put Options Held

200

About ISHARES INC

Ticker EPP
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