Shore Point Advisors, LLC Ishares Tr Transaction History

Shore Point Advisors, LLC

$181 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$31.0 - $42.12 $4,402 - $5,981	-142 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$28.79 - $32.36 $4,088 - $4,595	142 New	142 $4,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$88.9 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$62.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.2 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
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