Sea Crest Wealth Management, LLC Ishares Tr Transaction History

Sea Crest Wealth Management, LLC

$902 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$257.23 - $286.28 $3,086 - $3,435	-12 Reduced 1.51%	784 $224,000
Q2 2023 Jul 14, 2023	BUY	$267.13 - $285.74 $267 - $285	1 Added 0.13%	796 $223,000
Q1 2023 May 11, 2023	BUY	$260.66 - $283.72 $4,431 - $4,823	17 Added 2.19%	795 $217,000
Q4 2022 Feb 14, 2023	BUY	$50.9 - $291.18 $39,600 - $226,538	778 New	778 $220,000
Q2 2022 Aug 09, 2022	BUY	$249.77 - $300.0 $249 - $300	1 Added 0.13%	776 $209,000
Q1 2022 May 16, 2022	BUY	$266.13 - $297.6 $206,250 - $230,640	775 New	775 $224,000
Q2 2019 Jul 19, 2019	SELL	$180.7 - $197.36 $144,740 - $158,085	-801 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$174.36 - $196.3 $697 - $785	4 Added 0.5%	801 $155,000
Q4 2018 Feb 13, 2019	BUY	$170.02 - $204.02 $340 - $408	2 Added 0.25%	797 $144,000
Q3 2018 Nov 14, 2018	BUY	$178.76 - $202.9 $178 - $202	1 Added 0.13%	795 $161,000
Q1 2018 Apr 20, 2018	BUY	$169.12 - $192.78 $169 - $192	1 Added 0.13%	794 $137,000
Q4 2017 Feb 02, 2018	BUY	$170.03 - $176.73 $134,833 - $140,146	793	793 $138,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

About ISHARES TR

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