True Link Financial Advisors, LLC Ishares Tr Transaction History

True Link Financial Advisors, LLC

$1.04 Billion
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	SELL	$40.63 - $49.07 $13,082 - $15,800	-322 Reduced 3.3%	9,434 $412,000
Q4 2022 Feb 09, 2023	SELL	$44.46 - $50.5 $90,342 - $102,616	-2,032 Reduced 17.24%	9,756 $453,000
Q3 2022 Nov 09, 2022	SELL	$36.07 - $45.64 $540,220 - $683,550	-14,977 Reduced 55.96%	11,788 $463,000
Q2 2022 Aug 04, 2022	SELL	$37.64 - $48.83 $553,420 - $717,947	-14,703 Reduced 35.46%	26,765 $1.02 Million
Q1 2022 May 16, 2022	BUY	$31.0 - $42.12 $639,902 - $869,441	20,642 Added 99.12%	41,468 $1.7 Million

Q4 2021 Feb 01, 2022	BUY	$28.79 - $32.36 $161,195 - $181,183	5,599 Added 36.77%	20,826 $627,000
Q3 2021 Oct 29, 2021	BUY	$24.81 - $29.6 $315,806 - $376,778	12,729 Added 509.57%	15,227 $430,000
Q2 2021 Aug 19, 2021	BUY	$25.2 - $30.0 $13,784 - $16,410	547 Added 28.04%	2,498 $73,000
Q1 2021 May 17, 2021	BUY	$20.29 - $28.47 $39,585 - $55,544	1,951 New	1,951 $51,000

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

Morgan Stanley New York, NY

2.05M
Shares

$97 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$69.3 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$68.6 Million
1.79% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$46.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

614K
Shares

$29.1 Million
0.01% of portfolio

About ISHARES TR

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