Wealthpoint, LLC Ishares Tr Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 26, 2021	SELL	$12.23 - $17.07 $432,489 - $603,646	-35,363 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$11.38 - $15.9 $402,430 - $562,271	35,363 New	35,363 $474,000

Others Institutions Holding IEZ

# of Institutions

74

Shares Held

3.93M

Call Options Held

27.4K

Put Options Held

2.7K

Morgan Stanley New York, NY

876K
Shares

$18.3 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

382K
Shares

$7.99 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

273K
Shares

$5.71 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

217K
Shares

$4.54 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

209K
Shares

$4.36 Million
0.0% of portfolio

About ISHARES TR

Ticker IEZ
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