Prw Wealth Management LLC Ishares Tr Transaction History

Prw Wealth Management LLC

$263 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 12, 2019	SELL	$99.62 - $107.96 $17,433 - $18,893	-175 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$84.17 - $104.72 $14,729 - $18,326	175 New	175 $35,000

Others Institutions Holding ITA

# of Institutions

699

Shares Held

18.6M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$620 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$288 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$150 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$116 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$111 Million
0.02% of portfolio

About ISHARES TR

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