V Wealth Advisors LLC Ishares Tr Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$170.31 - $183.88 $681 - $735	-4 Reduced 0.29%	1,371 $245,000
Q1 2023 May 02, 2023	BUY	$169.94 - $188.72 $169 - $188	1 Added 0.07%	1,375 $241,000
Q4 2022 Jan 20, 2023	BUY	$55.99 - $189.96 $55 - $189	1 Added 0.07%	1,374 $0
Q3 2022 Nov 04, 2022	BUY	$56.37 - $195.56 $56 - $195	1 Added 0.07%	1,373 $232,000
Q2 2022 Jul 27, 2022	BUY	$178.46 - $201.82 $178 - $201	1 Added 0.07%	1,372 $263,000
Q1 2022 May 16, 2022	BUY	$180.82 - $198.07 $35,440 - $38,821	196 Added 16.68%	1,371 $266,000
Q3 2021 Oct 21, 2021	SELL	$183.15 - $198.47 $5,494 - $5,954	-30 Reduced 2.49%	1,175 $215,000
Q2 2021 Jul 27, 2021	BUY	$174.94 - $189.58 $5,248 - $5,687	30 Added 2.55%	1,205 $224,000
Q4 2020 Jan 25, 2021	BUY	$159.02 - $179.44 $186,848 - $210,842	1,175 New	1,175 $211,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.8 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.32 Million
0.01% of portfolio

About ISHARES TR

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