Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$145.23 - $176.24 $435 - $528	3 Added 10.0%	33 $4,000
Q2 2022 Aug 10, 2022	BUY	$48.28 - $60.23 $1,448 - $1,806	30 New	30 $4,000
Q4 2020 Feb 09, 2021	SELL	$39.45 - $50.02 $1,262 - $1,600	-32 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	$38.91 - $43.53 $933 - $1,044	24 Added 300.0%	32 $3,000
Q2 2020 Jul 02, 2020	BUY	$32.09 - $45.18 $256 - $361	8 New	8 $0

Others Institutions Holding IYG

# of Institutions

275

Shares Held

13.2M

Call Options Held

13.1K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.56M
Shares

$121 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.44M
Shares

$112 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$88.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

910K
Shares

$70.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$43.6 Million
0.02% of portfolio

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About ISHARES TR

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