Fulcrum Capital LLC Ishares Tr Transaction History

Fulcrum Capital LLC

$451 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$102.24 - $112.9 $239,241 - $264,186	-2,340 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$89.08 - $106.06 $208,447 - $248,180	2,340 New	2,340 $244,000

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$594 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$276 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$144 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$111 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$106 Million
0.02% of portfolio

About ISHARES TR

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