Tradition Wealth Management, LLC Ishares Tr Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$24.46 - $28.13 $733 - $843	-30 Reduced 5.8%	487 $14,000
Q2 2023 Aug 14, 2023	BUY	$25.86 - $28.52 $284 - $313	11 Added 2.17%	517 $14,000
Q1 2023 May 11, 2023	BUY	$26.54 - $29.5 $106 - $118	4 Added 0.8%	506 $14,000
Q4 2022 Feb 03, 2023	SELL	$22.26 - $27.56 $9,749 - $12,071	-438 Reduced 46.6%	502 $14,000
Q3 2022 Nov 14, 2022	SELL	$22.53 - $28.47 $18,497 - $23,373	-821 Reduced 46.62%	940 $21,000
Q2 2022 Aug 02, 2022	SELL	$26.84 - $32.0 $21,123 - $25,184	-787 Reduced 30.89%	1,761 $48,000
Q1 2022 May 11, 2022	BUY	$29.99 - $33.33 $359 - $399	12 Added 0.47%	2,548 $81,000
Q4 2021 Feb 14, 2022	BUY	$29.77 - $31.71 $19,231 - $20,484	646 Added 34.18%	2,536 $79,000
Q3 2021 Nov 12, 2021	BUY	$30.42 - $32.96 $31,454 - $34,080	1,034 Added 120.79%	1,890 $58,000
Q2 2021 Aug 09, 2021	BUY	$31.67 - $34.02 $665 - $714	21 Added 2.51%	856 $28,000
Q1 2021 May 14, 2021	SELL	$29.53 - $32.13 $78,047 - $84,919	-2,643 Reduced 75.99%	835 $26,000
Q4 2020 Feb 16, 2021	BUY	$24.08 - $29.73 $83,750 - $103,400	3,478 New	3,478 $102,000

Others Institutions Holding IDV

# of Institutions

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

About ISHARES TR

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