Mine & Arao Wealth Creation & Management, Llc. Ishares Tr Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$218 Million
Q4 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$83.91 - $95.65 $251 - $286	3 Added 0.41%	728 $69,000
Q4 2023 Feb 05, 2024	BUY	$70.7 - $85.68 $494 - $599	7 Added 0.97%	725 $61,000
Q3 2023 Nov 15, 2023	SELL	$73.99 - $79.98 $2,811 - $3,039	-38 Reduced 5.03%	718 $53,000
Q2 2023 Aug 07, 2023	BUY	$68.91 - $74.74 $206 - $224	3 Added 0.4%	756 $56,000
Q1 2023 May 09, 2023	BUY	$68.23 - $82.05 $272 - $328	4 Added 0.53%	753 $53,000
Q4 2022 Feb 03, 2023	BUY	$67.64 - $80.38 $473 - $562	7 Added 0.94%	749 $56,000
Q2 2022 Aug 16, 2022	BUY	$67.96 - $84.37 $203 - $253	3 Added 0.41%	742 $52,000
Q1 2022 May 13, 2022	BUY	$78.62 - $91.32 $235 - $273	3 Added 0.41%	739 $62,000
Q4 2021 Feb 07, 2022	BUY	$83.02 - $90.24 $498 - $541	6 Added 0.82%	736 $64,000
Q2 2021 Aug 09, 2021	BUY	$75.91 - $83.61 $303 - $334	4 Added 0.55%	730 $59,000
Q4 2020 Feb 08, 2021	BUY	$55.06 - $66.77 $20,041 - $24,304	364 Added 100.55%	726 $48,000
Q3 2020 Nov 13, 2020	BUY	$54.05 - $60.26 $108 - $120	2 Added 0.56%	362 $41,000
Q2 2020 Aug 04, 2020	BUY	$45.62 - $62.0 $182 - $248	4 Added 1.12%	360 $40,000
Q4 2019 Feb 12, 2020	BUY	$62.23 - $68.93 $22,153 - $24,539	356 New	356 $49,000

Others Institutions Holding IYF

# of Institutions

427

Shares Held

18.3M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$235 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$197 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$152 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$141 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$90.9 Million
0.07% of portfolio

View Full List

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