Market Street Wealth Management Advisors LLC Ishares Tr Transaction History

Market Street Wealth Management Advisors LLC

$545 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$40.98 - $43.29 $291,736 - $308,181	-7,119 Reduced 37.53%	11,852 $487,000
Q4 2022 Jan 20, 2023	SELL	$41.03 - $43.91 $461,259 - $493,636	-11,242 Reduced 37.21%	18,971 $0
Q3 2022 Oct 21, 2022	BUY	$41.86 - $46.13 $1.04 Million - $1.15 Million	24,924 Added 471.24%	30,213 $1.28 Million
Q2 2022 Jul 21, 2022	BUY	$43.49 - $47.16 $230,018 - $249,429	5,289 New	5,289 $237,000

Others Institutions Holding IMTB

# of Institutions

Shares Held

4.3M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

1.15M
Shares

$49.7 Million
0.08% of portfolio
Fin Trust Capital Advisors, LLC

505K
Shares

$21.9 Million
3.9% of portfolio
Wealth Enhancement Advisory Services, LLC

497K
Shares

$21.5 Million
0.04% of portfolio
Octavia Wealth Advisors, LLC

485K
Shares

$21 Million
2.56% of portfolio
Destination Wealth Management

435K
Shares

$18.9 Million
0.58% of portfolio

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