Vishria Bird Financial Group, LLC Ishares Tr Transaction History

Vishria Bird Financial Group, LLC

$263 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$67.92 - $96.92 $1.63 Million - $2.33 Million	-24,039 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$58.76 - $119.9 $42,894 - $87,527	730 Added 3.13%	24,039 $3.46 Million
Q4 2019 Jan 09, 2020	BUY	$107.34 - $116.85 $61,613 - $67,071	574 Added 2.52%	23,309 $5.18 Million
Q3 2019 Oct 15, 2019	BUY	$103.28 - $115.56 $73,845 - $82,625	715 Added 3.25%	22,735 $5.11 Million
Q2 2019 Jul 15, 2019	BUY	$99.62 - $107.96 $56,484 - $61,213	567 Added 2.64%	22,020 $4.72 Million
Q1 2019 Apr 05, 2019	SELL	$84.17 - $104.72 $39,812 - $49,532	-473 Reduced 2.16%	21,453 $4.28 Million
Q4 2018 Jan 17, 2019	BUY	$81.01 - $108.82 $17,984 - $24,158	222 Added 1.02%	21,926 $3.79 Million
Q3 2018 Oct 30, 2018	BUY	$96.46 - $108.81 $39,645 - $44,720	411 Added 1.93%	21,704 $4.7 Million
Q2 2018 Aug 06, 2018	BUY	$93.86 - $102.91 $2 Million - $2.19 Million	21,293 New	21,293 $4.1 Million

Others Institutions Holding ITA

# of Institutions

774

Shares Held

18.7M

Call Options Held

859K

Put Options Held

536K

Bank Of America Corp Charlotte, NC

3.24M
Shares

$575 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$317 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$197 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

839K
Shares

$149 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

724K
Shares

$128 Million
0.03% of portfolio

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