Heck Capital Advisors, LLC Ishares Tr Transaction History

Heck Capital Advisors, LLC

$1.29 Trillion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$27.03 - $29.92 $1,000 - $1,107	37 New	37 $1.01 Million
Q2 2023 May 19, 2025	SELL	$25.86 - $28.52 $196,277 - $216,466	-7,590 Closed	0 $0
Q1 2023 May 19, 2025	SELL	$26.54 - $29.5 $960,217 - $1.07 Million	-36,180 Reduced 82.66%	7,590 $209 Million
Q4 2022 May 19, 2025	BUY	$22.26 - $27.56 $974,320 - $1.21 Million	43,770 New	43,770 $1.19 Billion
Q3 2022 May 20, 2025	BUY	$22.53 - $28.47 $1.02 Million - $1.29 Million	45,476 New	45,476 $1.02 Billion

Q3 2022 May 19, 2025	SELL	$22.53 - $28.47 $1.06 Million - $1.34 Million	-47,148 Closed	0 $0
Q2 2022 May 19, 2025	BUY	$26.84 - $32.0 $1.2 Million - $1.43 Million	44,673 Added 1804.97%	47,148 $1.28 Billion
Q1 2022 May 19, 2025	BUY	$29.99 - $33.33 $74,225 - $82,491	2,475 New	2,475 $78.6 Million

Others Institutions Holding IDV

# of Institutions

583

Shares Held

91.6M

Call Options Held

13.5K

Put Options Held

138K

Bank Of America Corp Charlotte, NC

12.7M
Shares

$484 Million
0.03% of portfolio
Morgan Stanley New York, NY

7.31M
Shares

$279 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.99M
Shares

$153 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.95M
Shares

$151 Million
0.03% of portfolio
Envestnet Asset Management Inc

3.62M
Shares

$139 Million
0.04% of portfolio

About ISHARES TR

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