Callan Capital, LLC Ishares Tr Transaction History

Callan Capital, LLC

$1.36 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	SELL	$51.37 - $58.67 $4,726 - $5,397	-92 Reduced 2.23%	4,028 $230,000
Q2 2024 Aug 12, 2024	BUY	$50.52 - $54.21 $208,142 - $223,345	4,120 New	4,120 $215,000

Others Institutions Holding IHF

# of Institutions

222

Shares Held

5.66M

Call Options Held

10.6K

Put Options Held

2.5K

Morgan Stanley New York, NY

840K
Shares

$44.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

386K
Shares

$20.2 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

335K
Shares

$17.6 Million
0.73% of portfolio
Lpl Financial LLC Fort Mill, SC

293K
Shares

$15.4 Million
0.01% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

229K
Shares

$12 Million
0.23% of portfolio

About ISHARES TR

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