Jgp Wealth Management, LLC Ishares Tr Transaction History

Jgp Wealth Management, LLC

$774 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 13, 2021	SELL	$275.57 - $296.34 $238,368 - $256,334	-865 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$251.53 - $273.61 $14.4 Million - $15.6 Million	-57,104 Reduced 98.51%	865 $236,000
Q1 2021 Apr 28, 2021	SELL	$239.92 - $258.36 $121,159 - $130,471	-505 Reduced 0.86%	57,969 $14.6 Million
Q4 2020 Feb 10, 2021	BUY	$219.61 - $245.91 $758,752 - $849,619	3,455 Added 6.28%	58,474 $14.8 Million
Q3 2020 Oct 13, 2020	BUY	$217.29 - $234.25 $464,783 - $501,060	2,139 Added 4.05%	55,019 $12.7 Million
Q2 2020 Jul 13, 2020	BUY	$180.66 - $222.47 $3.55 Million - $4.37 Million	19,648 Added 59.12%	52,880 $11.6 Million
Q1 2020 Apr 14, 2020	BUY	$158.63 - $221.56 $5.27 Million - $7.36 Million	33,232 New	33,232 $6.64 Million

Others Institutions Holding IYH

# of Institutions

552

Shares Held

23.6M

Call Options Held

26K

Put Options Held

500

About ISHARES TR

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