Teamwork Financial Advisors, LLC Ishares Tr Transaction History

Teamwork Financial Advisors, LLC

$675 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$50.76 - $279.24 $73,094 - $402,105	1,440 Added 39.42%	5,093 $0
Q3 2022 Oct 12, 2022	BUY	$51.09 - $286.75 $186,631 - $1.05 Million	3,653 New	3,653 $933,000
Q1 2022 Apr 18, 2022	SELL	$260.34 - $290.96 $1.47 Million - $1.64 Million	-5,653 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$251.93 - $291.68 $35,270 - $40,835	140 Added 2.54%	5,653 $1.64 Million
Q3 2021 Oct 13, 2021	BUY	$255.78 - $273.21 $1.41 Million - $1.51 Million	5,513 New	5,513 $1.41 Million
Q1 2021 Apr 12, 2021	SELL	$233.34 - $252.54 $1.18 Million - $1.27 Million	-5,039 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$200.78 - $234.9 $1.01 Million - $1.18 Million	5,039 New	5,039 $1.18 Million
Q3 2020 Oct 15, 2020	SELL	$190.16 - $209.91 $1 Million - $1.11 Million	-5,271 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$153.14 - $206.37 $807,200 - $1.09 Million	5,271 New	5,271 $1.02 Million

Others Institutions Holding IHF

# of Institutions

219

Shares Held

6.72M

Call Options Held

7.4K

Put Options Held

18.8K

Morgan Stanley New York, NY

793K
Shares

$43.8 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

785K
Shares

$43.4 Million
0.1% of portfolio
Goldman Sachs Group Inc New York, NY

418K
Shares

$23.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

404K
Shares

$22.4 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

336K
Shares

$18.6 Million
0.91% of portfolio

About ISHARES TR

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