Fsa Wealth Management LLC Ishares Tr Transaction History

Fsa Wealth Management LLC

$250 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$41.18 - $71.71 $3,417 - $5,951	-83 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$62.23 - $68.93 $5,165 - $5,721	83 New	83 $11,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$223 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$187 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$144 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$134 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$86.2 Million
0.07% of portfolio

About ISHARES TR

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