Sheets Smith Wealth Management Ishares Tr Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$59.72 - $65.1 $148,463 - $161,838	2,486 New	2,486 $149,000
Q2 2022 Jul 27, 2022	SELL	$56.25 - $67.81 $2.51 Million - $3.02 Million	-44,609 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$61.54 - $72.2 $348,254 - $408,579	-5,659 Reduced 11.26%	44,609 $2.97 Million
Q4 2021 Jan 20, 2022	SELL	$68.64 - $74.15 $673,427 - $727,485	-9,811 Reduced 16.33%	50,268 $3.57 Million
Q3 2021 Oct 15, 2021	BUY	$70.98 - $74.79 $40,955 - $43,153	577 Added 0.97%	60,079 $4.27 Million
Q2 2021 Aug 03, 2021	BUY	$71.2 - $75.53 $261,304 - $277,195	3,670 Added 6.57%	59,502 $4.36 Million
Q1 2021 Apr 23, 2021	BUY	$67.31 - $72.38 $3.02 Million - $3.25 Million	44,932 Added 412.22%	55,832 $3.92 Million
Q4 2020 Jan 13, 2021	SELL	$57.1 - $67.59 $1,199 - $1,419	-21 Reduced 0.19%	10,900 $732,000
Q3 2020 Oct 26, 2020	BUY	$54.89 - $60.22 $603 - $662	11 Added 0.1%	10,921 $637,000
Q2 2020 Jul 17, 2020	SELL	$44.8 - $57.28 $9,408 - $12,028	-210 Reduced 1.89%	10,910 $595,000
Q1 2020 Apr 28, 2020	BUY	$40.8 - $63.03 $453,695 - $700,893	11,120 New	11,120 $523,000

Others Institutions Holding IXUS

# of Institutions

772

Shares Held

487M

Call Options Held

5.8K

Put Options Held

100

About ISHARES TR

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