V Wealth Advisors LLC Ishares Tr Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 20, 2023	SELL	$50.9 - $291.18 $3,715 - $21,256	-73 Reduced 2.58%	2,754 $0
Q3 2022 Nov 04, 2022	BUY	$50.54 - $281.89 $15,162 - $84,567	300 Added 11.87%	2,827 $715,000
Q3 2021 Oct 21, 2021	SELL	$275.57 - $296.34 $275 - $296	-1 Reduced 0.04%	2,527 $697,000
Q2 2021 Jul 27, 2021	SELL	$251.53 - $273.61 $31,189 - $33,927	-124 Reduced 4.68%	2,528 $687,000
Q4 2020 Jan 25, 2021	BUY	$219.61 - $245.91 $582,405 - $652,153	2,652 New	2,652 $652,000
Q3 2020 Oct 13, 2020	SELL	$217.29 - $234.25 $571,472 - $616,077	-2,630 Closed	0 $0
Q2 2020 Jul 29, 2020	SELL	$180.66 - $222.47 $11,923 - $14,683	-66 Reduced 2.45%	2,630 $567,000
Q1 2020 May 12, 2020	BUY	$158.63 - $221.56 $9,200 - $12,850	58 Added 2.2%	2,696 $506,000
Q2 2019 Jul 29, 2019	BUY	$180.7 - $197.36 $53,848 - $58,813	298 Added 12.74%	2,638 $515,000
Q1 2019 May 16, 2019	SELL	$174.36 - $196.3 $24,410 - $27,482	-140 Reduced 5.65%	2,340 $432,000
Q4 2018 Jan 24, 2019	BUY	$170.02 - $204.02 $36,214 - $43,456	213 Added 9.4%	2,480 $455,000
Q3 2018 Oct 31, 2018	BUY	$178.76 - $202.9 $7,686 - $8,724	43 Added 1.93%	2,267 $460,000
Q2 2018 Jul 16, 2018	BUY	$168.2 - $183.1 $24,893 - $27,098	148 Added 7.13%	2,224 $415,000
Q1 2018 Apr 11, 2018	BUY	$169.12 - $192.78 $15,728 - $17,928	93 Added 4.69%	2,076 $352,000
Q4 2017 Jan 19, 2018	BUY	$170.03 - $176.73 $35,706 - $37,113	210 Added 11.84%	1,983 $364,000
Q3 2017 Oct 12, 2017	BUY	$170.7 - $171.86 $302,651 - $304,707	1,773	1,773 $303,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

About ISHARES TR

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