Sea Crest Wealth Management, LLC Ishares Tr Transaction History

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 17,079 shares of IEZ stock, worth $348,923. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,079
Previous 17,063 0.09%
Holding current value
$348,923
Previous $379,000 9.5%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$19.08 - $23.8 $305 - $380
16 Added 0.09%
17,079 $343,000
Q2 2024

Jul 19, 2024
BUY
$20.73 - $24.62 $228 - $270
11 Added 0.06%
17,063 $379,000
Q1 2024

Apr 18, 2024
SELL
$19.85 - $23.65 $44,325 - $52,810
-2,233 Reduced 11.58%
17,052 $403,000
Q4 2023

Jan 18, 2024
SELL
$20.39 - $24.27 $118,649 - $141,227
-5,819 Reduced 23.18%
19,285 $422,000
Q3 2023

Oct 12, 2023
SELL
$20.14 - $25.39 $13,574 - $17,112
-674 Reduced 2.61%
25,104 $603,000
Q2 2023

Jul 14, 2023
SELL
$17.22 - $20.49 $38,073 - $45,303
-2,211 Reduced 7.9%
25,778 $518,000
Q1 2023

May 11, 2023
SELL
$17.87 - $23.07 $29,771 - $38,434
-1,666 Reduced 5.62%
27,989 $540,000
Q4 2022

Feb 14, 2023
SELL
$15.41 - $21.93 $35,535 - $50,570
-2,306 Reduced 7.22%
29,655 $628,000
Q3 2022

Nov 14, 2022
SELL
$13.6 - $17.49 $1.05 Million - $1.35 Million
-77,418 Reduced 70.78%
31,961 $460,000
Q2 2022

Aug 09, 2022
BUY
$15.24 - $21.54 $59,222 - $83,704
3,886 Added 3.68%
109,379 $1.75 Million
Q1 2022

May 16, 2022
BUY
$13.71 - $20.0 $1.45 Million - $2.11 Million
105,493 New
105,493 $2.03 Million

Others Institutions Holding IEZ

# of Institutions
68
Shares Held
3.43M
Call Options Held
27.4K
Put Options Held
2.7K
View Full List

About ISHARES TR

IEZ Quotes by TradingView
  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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