Verity Wealth Advisors Ishares Transaction History

Verity Wealth Advisors

  • $142 Million
  • Q3 2024

A detailed history of Verity Wealth Advisors transactions in Ishares stock. As of the latest transaction made, Verity Wealth Advisors holds 39,334 shares of ICLN stock, worth $441,327. This represents 0.41% of its overall portfolio holdings.

Number of Shares
39,334
Previous 39,334 -0.0%
Holding current value
$441,327
Previous $523,000 10.33%
% of portfolio
0.41%
Previous 0.39%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 04, 2024
BUY
$13.42 - $15.39 $263,018 - $301,628
19,599 Added 99.31%
39,334 $549,000
Q4 2023

Jan 04, 2024
BUY
$12.86 - $15.73 $16,975 - $20,763
1,320 Added 7.17%
19,735 $307,000
Q3 2023

Oct 26, 2023
BUY
$14.59 - $19.04 $21,170 - $27,627
1,451 Added 8.55%
18,415 $269,000
Q2 2023

Jul 27, 2023
BUY
$17.78 - $19.91 $977 - $1,095
55 Added 0.33%
16,964 $312,000
Q4 2022

Jan 11, 2023
BUY
$17.54 - $21.27 $22,416 - $27,183
1,278 Added 8.18%
16,909 $0
Q2 2022

Jul 12, 2022
BUY
$16.82 - $22.08 $262,913 - $345,132
15,631 New
15,631 $298,000

Others Institutions Holding ICLN

# of Institutions
560
Shares Held
45.5M
Call Options Held
4.51M
Put Options Held
5.26M
View Full List

About ISHARES

ICLN Quotes by TradingView
  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
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