Srs Capital Advisors, Inc. Ishares Tr Transaction History

Srs Capital Advisors, Inc.

$1.48 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$11.77 - $15.94 $7,062 - $9,564	-600 Closed	0 $0
Q3 2018 Nov 06, 2018	BUY	N/A	600 New	600 $21,000

Others Institutions Holding IEZ

# of Institutions

88

Shares Held

3.66M

Call Options Held

47.3K

Put Options Held

22.3K

Morgan Stanley New York, NY

927K
Shares

$14.3 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

313K
Shares

$4.84 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

230K
Shares

$3.56 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

185K
Shares

$2.86 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

185K
Shares

$2.85 Million
0.01% of portfolio

About ISHARES TR

Ticker IEZ
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