Kcs Wealth Advisory Ishares Inc Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$29.21 - $48.12 $213,934 - $352,430	-7,324 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$43.65 - $46.99 $3,186 - $3,430	73 Added 1.01%	7,324 $339,000
Q3 2019 Oct 29, 2019	BUY	$42.94 - $47.91 $8,502 - $9,486	198 Added 2.81%	7,251 $324,000
Q2 2019 Jul 29, 2019	BUY	$45.01 - $47.35 $10,667 - $11,221	237 Added 3.48%	7,053 $333,000
Q1 2019 Apr 29, 2019	BUY	$39.96 - $45.9 $8,471 - $9,730	212 Added 3.21%	6,816 $313,000
Q4 2018 Jan 17, 2019	BUY	$39.46 - $45.44 $11,088 - $12,768	281 Added 4.44%	6,604 $269,000
Q3 2018 Nov 06, 2018	BUY	$43.93 - $46.92 $2,547 - $2,721	58 Added 0.93%	6,323 $287,000
Q2 2018 Aug 07, 2018	SELL	$45.33 - $48.5 $59,790 - $63,971	-1,319 Reduced 17.39%	6,265 $288,000
Q1 2018 May 04, 2018	SELL	$45.59 - $50.31 $16,685 - $18,413	-366 Reduced 4.6%	7,584 $352,000
Q4 2017 Jan 12, 2018	BUY	$46.21 - $48.21 $367,369 - $383,269	7,950	7,950 $380,000

Others Institutions Holding EPP

# of Institutions

203

Shares Held

32.6M

Call Options Held

10.8K

Put Options Held

15.8K

About ISHARES INC

Ticker EPP
Sector ETFs
Industry ETFs

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