Shira Ridge Wealth Management Ishares Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares stock. As of the latest transaction made, Shira Ridge Wealth Management holds 13,454 shares of ICLN stock, worth $162,389. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,454

Previous 15,439 12.86%

Holding current value

$162,389

Previous $206 Million 3.89%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$13.26 - $14.77 $26,321 - $29,318	-1,985 Reduced 12.86%	13,454 $198 Million
Q2 2024 Jul 11, 2024	SELL	$13.02 - $15.08 $12,603 - $14,597	-968 Reduced 5.9%	15,439 $206 Million
Q1 2024 Apr 18, 2024	SELL	$13.42 - $15.39 $68,066 - $78,058	-5,072 Reduced 23.61%	16,407 $229 Million
Q4 2023 Jan 10, 2024	BUY	$12.86 - $15.73 $25,771 - $31,522	2,004 Added 10.29%	21,479 $334 Million
Q2 2023 Jul 12, 2023	SELL	$17.78 - $19.91 $4,533 - $5,077	-255 Reduced 1.29%	19,475 $358 Million
Q1 2023 May 08, 2023	SELL	$18.32 - $21.36 $42,978 - $50,110	-2,346 Reduced 10.63%	19,730 $390 Million
Q4 2022 Jan 12, 2023	BUY	$17.54 - $21.27 $387,213 - $469,556	22,076 New	22,076 $438 Million

Others Institutions Holding ICLN

# of Institutions

558

Shares Held

45.6M

Call Options Held

4.51M

Put Options Held

5.26M

View Full List

About ISHARES

Ticker ICLN
Sector ETFs
Industry ETFs

More about ICLN

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Shira Ridge Wealth Management Ishares Transaction History