Ci Private Wealth, LLC Ishares Tr Transaction History

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 22,442 shares of IEZ stock, worth $461,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,442
Previous 29,206 23.16%
Holding current value
$461,407
Previous $586,000 24.23%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$18.93 - $22.09 $128,042 - $149,416
-6,764 Reduced 23.16%
22,442 $444,000
Q3 2024

Nov 12, 2024
BUY
$19.08 - $23.8 $2,499 - $3,117
131 Added 0.45%
29,206 $586,000
Q2 2024

Aug 13, 2024
BUY
$20.73 - $24.62 $601 - $713
29 Added 0.1%
29,075 $647,000
Q1 2024

May 09, 2024
BUY
$19.85 - $23.65 $496 - $591
25 Added 0.09%
29,046 $686,000
Q4 2023

Feb 09, 2024
SELL
$20.39 - $24.27 $109,310 - $130,111
-5,361 Reduced 15.59%
29,021 $636,000
Q4 2022

Feb 15, 2023
BUY
$15.41 - $21.93 $529,826 - $753,997
34,382 New
34,382 $728,000

Others Institutions Holding IEZ

# of Institutions
74
Shares Held
3.72M
Call Options Held
27.4K
Put Options Held
2.7K
View Full List

About ISHARES TR

IEZ Quotes by TradingView
  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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