Wealthpoint, LLC Ishares Tr Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 01, 2021
SELL
$107.99 - $108.77 $268,463 - $270,402
-2,486 Closed
0 $0
Q2 2021

Jul 26, 2021
SELL
$107.91 - $108.86 $107,802 - $108,751
-999 Reduced 28.67%
2,486 $269,000
Q1 2021

Apr 27, 2021
BUY
$108.32 - $110.29 $28,488 - $29,006
263 Added 8.16%
3,485 $378,000
Q4 2020

Feb 08, 2021
SELL
$109.9 - $110.3 $85,282 - $85,592
-776 Reduced 19.41%
3,222 $355,000
Q3 2020

Nov 09, 2020
BUY
$110.22 - $110.82 $82,665 - $83,115
750 Added 23.09%
3,998 $441,000
Q2 2020

Aug 06, 2020
SELL
$109.82 - $111.24 $379,208 - $384,111
-3,453 Reduced 51.53%
3,248 $360,000
Q1 2020

Apr 16, 2020
SELL
$105.3 - $110.44 $2,211 - $2,319
-21 Reduced 0.31%
6,701 $740,000
Q4 2019

Jan 31, 2020
BUY
$107.72 - $108.39 $87,360 - $87,904
811 Added 13.72%
6,722 $726,000
Q3 2019

Nov 14, 2019
SELL
$107.22 - $108.5 $49,964 - $50,561
-466 Reduced 7.31%
5,911 $640,000
Q2 2019

Aug 08, 2019
SELL
$105.63 - $107.66 $135,840 - $138,450
-1,286 Reduced 16.78%
6,377 $686,000
Q1 2019

May 16, 2019
BUY
$104.56 - $106.49 $631,019 - $642,667
6,035 Added 370.7%
7,663 $815,000
Q4 2018

Feb 15, 2019
BUY
$101.79 - $104.65 $165,714 - $170,370
1,628 New
1,628 $170,000

Others Institutions Holding MBB

# of Institutions
963
Shares Held
330M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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