Riverpoint Wealth Management Holdings, LLC Ishares Tr Transaction History

Riverpoint Wealth Management Holdings, LLC

$383 Million
Q4 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	BUY	$107.91 - $108.86 $40,142 - $40,495	372 Added 3.26%	11,795 $1.28 Million
Q1 2021 May 04, 2021	SELL	$108.32 - $110.29 $433 - $441	-4 Reduced 0.04%	11,423 $1.24 Million
Q4 2020 Feb 23, 2021	SELL	$109.9 - $110.3 $6,044 - $6,066	-55 Reduced 0.48%	11,427 $1.26 Million
Q3 2020 Nov 10, 2020	SELL	$110.22 - $110.82 $13,005 - $13,076	-118 Reduced 1.02%	11,482 $1.27 Million
Q2 2020 Aug 03, 2020	BUY	$109.82 - $111.24 $27,784 - $28,143	253 Added 2.23%	11,600 $1.28 Million
Q1 2020 May 11, 2020	SELL	$105.3 - $110.44 $28,957 - $30,371	-275 Reduced 2.37%	11,347 $1.25 Million
Q4 2019 Feb 18, 2020	BUY	$107.72 - $108.39 $372,388 - $374,704	3,457 Added 42.34%	11,622 $1.26 Million
Q3 2019 Oct 30, 2019	BUY	$107.22 - $108.5 $2,358 - $2,387	22 Added 0.27%	8,165 $884,000
Q2 2019 Aug 12, 2019	BUY	$105.63 - $107.66 $9,506 - $9,689	90 Added 1.12%	8,143 $876,000
Q1 2019 May 14, 2019	BUY	$104.56 - $106.49 $14,011 - $14,269	134 Added 1.69%	8,053 $857,000
Q4 2018 Feb 13, 2019	BUY	$101.79 - $104.65 $10,586 - $10,883	104 Added 1.33%	7,919 $827,000
Q3 2018 Nov 01, 2018	BUY	$103.02 - $104.34 $5,254 - $5,321	51 Added 0.66%	7,815 $808,000
Q2 2018 Jul 27, 2018	BUY	$102.95 - $104.54 $799,303 - $811,648	7,764 New	7,764 $809,000

Others Institutions Holding MBB

# of Institutions

972

Shares Held

332M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.84 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.2 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.53 Billion
0.87% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.82 Billion
0.73% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.77 Billion
0.84% of portfolio

View Full List

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