Mc Glone Suttner Wealth Management, Inc. ISHARES TR Transaction History

Mc Glone Suttner Wealth Management, Inc.

  • $743 Billion
  • Q4 2025
Number of Shares
17,137
Previous 16,885 1.49%
Holding current value
$452 Million
Previous $447 Million 1.11%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
252 Added 1.49%
17,137 $452 Million
Q3 2025

Oct 20, 2025
BUY
N/A
191 Added 1.14%
16,885 $447 Million
Q2 2025

Jul 14, 2025
SELL
N/A
-1,360 Reduced 7.53%
16,694 $436 Million
Q1 2025

Apr 29, 2025
BUY
N/A
1,726 Added 10.57%
18,054 $466 Million
Q4 2024

Jan 17, 2025
BUY
N/A
1,776 Added 12.2%
16,328 $416 Million
Q3 2024

Oct 10, 2024
BUY
N/A
14,552 New
14,552 $389 Million
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