Sea Crest Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Sea Crest Wealth Management, LLC

$852 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 19, 2019	SELL	N/A	-90 Closed	0 $0
Q4 2017 Feb 02, 2018	BUY	N/A	90	90 $4,000

Others Institutions Holding AOR

# of Institutions

387

Shares Held

19M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

2M
Shares

$114 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.62M
Shares

$92.5 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.07M
Shares

$61.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

847K
Shares

$48.5 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

682K
Shares

$39 Million
0.0% of portfolio

About ISHARES TR CORE GROWTH ALLOCAT

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