Riverpoint Wealth Management Holdings, LLC Ishares Tr Ishares Core Msci E Transaction History

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 23, 2021	SELL	$42.4 - $51.91 $264,660 - $324,022	-6,242 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$43.04 - $46.81 $5,982 - $6,506	-139 Reduced 2.18%	6,242 $279,000
Q2 2020 Aug 03, 2020	BUY	$35.33 - $45.65 $225,440 - $291,292	6,381 New	6,381 $273,000
Q4 2018 Feb 13, 2019	SELL	N/A	-9,468 Closed	0 $0
Q3 2018 Nov 01, 2018	BUY	N/A	9,468 New	9,468 $454,000

Others Institutions Holding IEUR

# of Institutions

325

Shares Held

52.5M

Call Options Held

500

Put Options Held

Jpmorgan Chase & CO New York, NY

11.9M
Shares

$665 Million
0.06% of portfolio
Envestnet Asset Management Inc

3.7M
Shares

$206 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.22M
Shares

$180 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.95M
Shares

$165 Million
0.02% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.86M
Shares

$104 Million
0.5% of portfolio

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