Riverpoint Wealth Management Holdings, LLC Ishares Tr Transaction History

Riverpoint Wealth Management Holdings, LLC

$383 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2017 Feb 13, 2018	SELL	N/A	-16,832 Closed	0 $0
Q3 2017 Nov 13, 2017	SELL	N/A	-463 Reduced 2.68%	16,832 $585,000
Q2 2017 Aug 07, 2017	BUY	N/A	17,295	17,295 $573,000

Others Institutions Holding IEZ

# of Institutions

Shares Held

4.21M

Call Options Held

12.9K

Put Options Held

15.6K

Morgan Stanley New York, NY

1.16M
Shares

$23.8 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

382K
Shares

$7.79 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

273K
Shares

$5.56 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

217K
Shares

$4.42 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

190K
Shares

$3.87 Million
0.0% of portfolio

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About ISHARES TR

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