Marotta Asset Management Ishares Tr Transaction History

Marotta Asset Management

$478 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 06, 2020	SELL	$14.58 - $24.77 $225,990 - $383,935	-15,500 Closed	0 $0
Q1 2020 Apr 02, 2020	BUY	$12.58 - $32.54 $194,990 - $504,370	15,500 New	15,500 $237,000

Others Institutions Holding IYE

# of Institutions

315

Shares Held

14.2M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$91.7 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$66.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$64.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$47.3 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$29 Million
0.0% of portfolio

About ISHARES TR

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