Sheets Smith Wealth Management Ishares Tr Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 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

806

Shares Held

480M

Call Options Held

12K

Put Options Held

6.7K

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

More about IXUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.