Tci Wealth Advisors, Inc. Ishares Tr Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 24, 2022	SELL	$107.03 - $108.32 $15,947 - $16,139	-149 Reduced 28.33%	377 $41,000
Q3 2021 Oct 29, 2021	BUY	$107.99 - $108.77 $16,090 - $16,206	149 Added 39.52%	526 $57,000
Q2 2020 Jul 20, 2020	SELL	$109.82 - $111.24 $4,722 - $4,783	-43 Reduced 10.24%	377 $42,000
Q1 2020 Apr 14, 2020	SELL	$105.3 - $110.44 $13,057 - $13,694	-124 Reduced 22.79%	420 $46,000
Q4 2019 Jan 27, 2020	BUY	$107.72 - $108.39 $10,879 - $10,947	101 Added 22.8%	544 $59,000
Q3 2019 Oct 17, 2019	SELL	$107.22 - $108.5 $64,868 - $65,642	-605 Reduced 57.73%	443 $48,000
Q2 2019 Jul 23, 2019	BUY	$105.63 - $107.66 $29,787 - $30,360	282 Added 36.81%	1,048 $113,000
Q1 2019 Apr 11, 2019	BUY	$104.56 - $106.49 $74,969 - $76,353	717 Added 1463.27%	766 $81,000
Q4 2018 Jan 17, 2019	BUY	$101.79 - $104.65 $4,987 - $5,127	49 New	49 $5,000

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.85 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.2 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.53 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.77 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
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