Steel Peak Wealth Management LLC Ishares Tr Transaction History

Steel Peak Wealth Management LLC

$1.98 Billion
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$44.46 - $50.5 $46,060 - $52,318	1,036 Added 10.2%	11,192 $0
Q3 2022 Oct 26, 2022	SELL	$36.07 - $45.64 $2.03 Million - $2.57 Million	-56,358 Reduced 84.73%	10,156 $399,000
Q2 2022 Aug 02, 2022	SELL	$37.64 - $48.83 $2.87 Million - $3.72 Million	-76,140 Reduced 53.37%	66,514 $2.54 Million
Q1 2022 May 10, 2022	SELL	$31.0 - $42.12 $72,912 - $99,066	-2,352 Reduced 1.62%	142,654 $5.84 Million
Q4 2021 Jan 31, 2022	SELL	$28.79 - $32.36 $317,697 - $357,092	-11,035 Reduced 7.07%	145,006 $4.37 Million

Q3 2021 Nov 15, 2021	SELL	$24.81 - $29.6 $356,916 - $425,825	-14,386 Reduced 8.44%	156,041 $4.41 Million
Q2 2021 Aug 13, 2021	BUY	$25.2 - $30.0 $4.29 Million - $5.11 Million	170,427 New	170,427 $4.96 Million

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

Morgan Stanley New York, NY

2.05M
Shares

$98.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$70.4 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$69.7 Million
1.79% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$47.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

614K
Shares

$29.6 Million
0.01% of portfolio

About ISHARES TR

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