Wells Financial Advisors Inc Ishares Tr Transaction History

Wells Financial Advisors Inc

$143 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$87.76 - $106.97 $52,656 - $64,182	-600 Closed	0 $0
Q3 2022 Nov 09, 2022	BUY	$72.71 - $96.38 $43,625 - $57,828	600 New	600 $50,000

Others Institutions Holding IEO

# of Institutions

186

Shares Held

2.87M

Call Options Held

50.6K

Put Options Held

49.8K

Morgan Stanley New York, NY

485K
Shares

$48.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

186K
Shares

$18.7 Million
0.0% of portfolio
Redhawk Wealth Advisors, Inc. Minneapolis, MN

134K
Shares

$13.5 Million
2.45% of portfolio
Wells Fargo & Company San Francisco, CA

132K
Shares

$13.3 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

114K
Shares

$11.4 Million
0.0% of portfolio

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

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