Snider Financial Group Ishares Tr Transaction History

Snider Financial Group

$271 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 19, 2023	SELL	$144.44 - $157.99 $2.76 Million - $3.01 Million	-19,078 Reduced 62.91%	11,249 $1.78 Million
Q1 2023 Apr 10, 2023	SELL	$145.23 - $176.24 $58,527 - $71,024	-403 Reduced 1.31%	30,327 $4.58 Million
Q4 2022 Feb 10, 2023	SELL	$46.92 - $169.19 $26,932 - $97,115	-574 Reduced 1.83%	30,730 $4.84 Million
Q3 2022 Nov 14, 2022	BUY	$47.08 - $57.16 $24,434 - $29,666	519 Added 1.69%	31,304 $4.73 Million
Q2 2022 Aug 15, 2022	BUY	$48.28 - $60.23 $542,425 - $676,684	11,235 Added 57.47%	30,785 $4.56 Million
Q1 2022 May 13, 2022	BUY	$55.98 - $67.65 $17,913 - $21,648	320 Added 1.66%	19,550 $3.53 Million
Q4 2021 Jan 18, 2022	BUY	$61.79 - $67.85 $19,093 - $20,965	309 Added 1.63%	19,230 $3.78 Million
Q3 2021 Nov 05, 2021	BUY	$59.43 - $64.96 $66,205 - $72,365	1,114 Added 6.26%	18,921 $3.78 Million
Q2 2021 Aug 31, 2021	BUY	$57.88 - $63.59 $1.03 Million - $1.13 Million	17,807 New	17,807 $3.28 Million

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

About ISHARES TR

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