Wr Wealth Planners, LLC Ishares Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 22 shares of ICLN stock, worth $374. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 22 -0.0%

Holding current value

$374

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$13.26 - $14.77 $291 - $324	22 New	22 $0

Others Institutions Holding ICLN

# of Institutions

474

Shares Held

36.7M

Call Options Held

1.86M

Put Options Held

3.06M

Bank Of America Corp Charlotte, NC

3.92M
Shares

$66.8 Million
0.0% of portfolio
Criteria Caixa, S.A.U. Barcelona, U3

1.83M
Shares

$31.1 Million
3.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.32M
Shares

$22.5 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.3M
Shares

$22.1 Million
0.0% of portfolio
Ubs Group Ag

1.3M
Shares

$22.1 Million
0.0% of portfolio

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About ISHARES

Ticker ICLN
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Ishares Transaction History