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

456

Shares Held

27.5M

Call Options Held

151K

Put Options Held

15.2K

Bank Of America Corp Charlotte, NC

2.91M
Shares

$313 Million
0.03% of portfolio
Morgan Stanley New York, NY

2.35M
Shares

$253 Million
0.02% of portfolio
Signature Estate & Investment Advisors LLC

1.86M
Shares

$199 Million
4.81% of portfolio
Equitable Holdings, Inc. New York, NY

1.85M
Shares

$198 Million
1.88% of portfolio
Royal Bank Of Canada Toronto, A6

1.22M
Shares

$131 Million
0.03% of portfolio

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About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
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