Truepoint, Inc. Ishares Tr Transaction History

Truepoint, Inc.

$3.45 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$91.19 - $108.67 $142,347 - $169,633	-1,561 Reduced 38.1%	2,536 $231,000
Q2 2022 Aug 08, 2022	BUY	$93.66 - $112.65 $383,725 - $461,527	4,097 New	4,097 $406,000

Others Institutions Holding ITA

# of Institutions

663

Shares Held

24.1M

Call Options Held

169K

Put Options Held

180K

Bank Of America Corp Charlotte, NC

9.16M
Shares

$1.35 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$268 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

905K
Shares

$133 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

758K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$105 Million
0.02% of portfolio

About ISHARES TR

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