Traverso Chambers Private Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 10, 2020	SELL	$31.48 - $45.08 $30,661 - $43,907	-974 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$35.22 - $40.66 $34,304 - $39,602	974 New	974 $236,000

Others Institutions Holding IGM

# of Institutions

409

Shares Held

24.4M

Call Options Held

155K

Put Options Held

27.2K

Bank Of America Corp Charlotte, NC

2.82M
Shares

$271 Million
0.02% of portfolio
Equitable Holdings, Inc. New York, NY

2.01M
Shares

$193 Million
2.07% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$189 Million
0.01% of portfolio
Signature Estate & Investment Advisors LLC

1.78M
Shares

$172 Million
4.22% of portfolio
Royal Bank Of Canada Toronto, A6

1.19M
Shares

$115 Million
0.03% of portfolio

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Account