Riverpoint Wealth Management Holdings, LLC Ishares Tr Transaction History

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2017 Feb 13, 2018	SELL	N/A	-16,832 Closed	0 $0
Q3 2017 Nov 13, 2017	SELL	N/A	-463 Reduced 2.68%	16,832 $585,000
Q2 2017 Aug 07, 2017	BUY	N/A	17,295	17,295 $573,000

Others Institutions Holding IEZ

# of Institutions

Shares Held

3.43M

Call Options Held

27.4K

Put Options Held

2.7K

Morgan Stanley New York, NY

876K
Shares

$16.7 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

391K
Shares

$7.44 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

209K
Shares

$3.96 Million
0.0% of portfolio
Van Cleef Asset Management,Inc Beachwood, OH

177K
Shares

$3.37 Million
0.41% of portfolio
Genesee Capital Advisors, LLC

171K
Shares

$3.26 Million
1.7% of portfolio

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About ISHARES TR

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