Leicht Financial Planning & Wealth Management, Inc. Ishares Expanded Tech Software Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 13, 2020	SELL	$185.88 - $266.67 $178,444 - $256,003	-960 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$205.25 - $235.04 $57,675 - $66,046	-281 Reduced 22.64%	960 $224,000
Q3 2019 Oct 17, 2019	BUY	$209.16 - $230.04 $259,567 - $285,479	1,241 New	1,241 $263,000

Others Institutions Holding IGV

# of Institutions

626

Shares Held

49M

Call Options Held

1.15M

Put Options Held

1.7M

Morgan Stanley New York, NY

5.11M
Shares

$534 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.18M
Shares

$332 Million
0.02% of portfolio
Migdal Insurance & Financial Holdings Ltd.

2.81M
Shares

$294 Million
4.04% of portfolio
Goldman Sachs Group Inc New York, NY

2.46M
Shares

$257 Million
0.04% of portfolio
Ubs Group Ag

2.36M
Shares

$247 Million
0.05% of portfolio

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