Traverso Chambers Private Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 10, 2020	SELL	$31.48 - $45.08 $30,661 - $43,907	-974 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$35.22 - $40.66 $34,304 - $39,602	974 New	974 $236,000

Others Institutions Holding IGM

# of Institutions

508

Shares Held

28.7M

Call Options Held

99.3K

Put Options Held

16.9K

Bank Of America Corp Charlotte, NC

2.62M
Shares

$333 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$283 Million
0.02% of portfolio
Signature Estate & Investment Advisors LLC

1.93M
Shares

$245 Million
5.14% of portfolio
Equitable Holdings, Inc. New York, NY

1.73M
Shares

$220 Million
1.69% of portfolio
Bank Of Montreal Toronto, A6

1.53M
Shares

$194 Million
0.09% of portfolio

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About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
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