Steel Peak Wealth Management LLC Ishares Trust Ishares 1 5 Year Transaction History

Steel Peak Wealth Management LLC

$2.12 Billion
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$48.63 - $50.19 $359,570 - $371,104	7,394 Added 122.64%	13,423 $0
Q3 2022 Oct 26, 2022	SELL	$49.08 - $51.27 $7,018 - $7,331	-143 Reduced 2.32%	6,029 $297,000
Q2 2022 Aug 02, 2022	SELL	$49.84 - $51.62 $141,246 - $146,291	-2,834 Reduced 31.47%	6,172 $312,000
Q1 2022 May 10, 2022	SELL	$51.49 - $53.86 $2.67 Million - $2.79 Million	-51,807 Reduced 85.19%	9,006 $466,000
Q4 2021 Jan 31, 2022	SELL	$53.82 - $54.66 $7.49 Million - $7.61 Million	-139,257 Reduced 69.6%	60,813 $3.28 Million
Q3 2021 Nov 15, 2021	SELL	$54.6 - $54.92 $9.28 Million - $9.33 Million	-169,936 Reduced 45.93%	200,070 $10.9 Million
Q2 2021 Aug 13, 2021	BUY	$54.57 - $54.92 $6.04 Million - $6.08 Million	110,772 Added 42.73%	370,006 $20.3 Million
Q1 2021 May 18, 2021	SELL	$54.5 - $55.17 $769,158 - $778,614	-14,113 Reduced 5.16%	259,234 $14.2 Million
Q4 2020 Feb 04, 2021	BUY	$54.79 - $55.17 $999,862 - $1.01 Million	18,249 Added 7.15%	273,347 $15.1 Million
Q3 2020 Oct 26, 2020	BUY	$54.69 - $55.09 $41,236 - $41,537	754 Added 0.3%	255,098 $14 Million
Q2 2020 Jul 21, 2020	BUY	$51.96 - $54.73 $12.1 Million - $12.7 Million	232,217 Added 1049.47%	254,344 $13.9 Million
Q1 2020 Apr 16, 2020	BUY	$47.21 - $54.5 $118,733 - $137,067	2,515 Added 12.82%	22,127 $1.16 Million
Q4 2019 Feb 06, 2020	BUY	$53.49 - $53.82 $1.05 Million - $1.06 Million	19,612 New	19,612 $1.05 Million

Others Institutions Holding IGSB

# of Institutions

959

Shares Held

310M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.4M
Shares

$1.22 Billion
0.23% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.08 Billion
0.18% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$803 Million
10.96% of portfolio
Matson Money. Inc.

13.3M
Shares

$693 Million
22.67% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$635 Million
0.01% of portfolio

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