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

556

Shares Held

46.4M

Call Options Held

294K

Put Options Held

20.6K

Bank Of America Corp Charlotte, NC

5.28M
Shares

$675 Million
0.05% of portfolio
Envestnet Asset Management Inc

3.36M
Shares

$430 Million
0.13% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.88M
Shares

$368 Million
0.12% of portfolio
Morgan Stanley New York, NY

2.41M
Shares

$308 Million
0.02% of portfolio
Bank Of Montreal Toronto, A6

2.07M
Shares

$265 Million
0.11% of portfolio

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About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
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