Waypoint Wealth Counsel Ishares Tr Transaction History
Waypoint Wealth Counsel
- $253 Billion
- Q3 2025
A detailed history of Waypoint Wealth Counsel transactions in Ishares Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,221 shares of IYF stock, worth $274,804. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,221
Previous 2,215
0.27%
Holding current value
$274,804
Previous $268 Million
4.99%
% of portfolio
0.11%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding IYF
# of Institutions
508Shares Held
20MCall Options Held
18.2KPut Options Held
44.1K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.78MShares$221 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.59MShares$196 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.55MShares$192 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$148 Million1.91% of portfolio
-
Lpl Financial LLC Fort Mill, SC710KShares$87.8 Million0.03% of portfolio