Td Private Client Wealth LLC Ishares Tr Transaction History

Td Private Client Wealth LLC

$3.48 Trillion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2024	SELL	$89.32 - $112.61 $14,648 - $18,468	-164 Closed	0 $0
Q1 2022 Aug 16, 2024	BUY	$102.45 - $118.45 $819 - $947	8 Added 5.13%	164 $18.3 Million
Q4 2021 Aug 16, 2024	SELL	$107.69 - $118.54 $646 - $711	-6 Reduced 3.7%	156 $18.4 Million
Q3 2021 Aug 16, 2024	BUY	$106.77 - $113.98 $17,296 - $18,464	162 New	162 $17.5 Million
Q2 2021 Aug 16, 2024	SELL	$101.05 - $107.97 $1,111 - $1,187	-11 Reduced 6.15%	168 $18.1 Million
Q1 2021 Aug 16, 2024	SELL	$93.02 - $100.44 $2,139 - $2,310	-23 Reduced 11.39%	179 $17.9 Million
Q4 2020 Aug 16, 2024	BUY	$81.36 - $94.32 $7,973 - $9,243	98 Added 94.23%	202 $19.1 Million
Q3 2020 Aug 16, 2024	BUY	$76.94 - $88.82 $8,001 - $9,237	104 New	104 $17.3 Million

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

0

Morgan Stanley New York, NY

469K
Shares

$67.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$48.5 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.2 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.3 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.2 Million
14.3% of portfolio

About ISHARES TR

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