Wealth Forward, LLC Ishares Tr Transaction History

Wealth Forward, LLC

$142 Billion
Q4 2024

A detailed history of Wealth Forward, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Forward, LLC holds 3,165 shares of IYG stock, worth $264,467. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,165

Previous 3,165 -0.0%

Holding current value

$264,467

Previous $225 Million 9.56%

% of portfolio

0.17%

Previous 0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$63.91 - $191.92 $202,275 - $607,426	3,165 New	3,165 $210 Million

Others Institutions Holding IYG

# of Institutions

273

Shares Held

13.1M

Call Options Held

13.1K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.56M
Shares

$130 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.44M
Shares

$120 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$95.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

910K
Shares

$76.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$46.9 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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Wealth Forward, LLC Ishares Tr Transaction History