Sovran Advisors, LLC Ishares Tr Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sovran Advisors, LLC holds 2,174 shares of IYM stock, worth $300,772. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,174

Holding current value

$300,772

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$129.15 - $153.25 $280,772 - $333,165	2,174 New	2,174 $292 Million

Others Institutions Holding IYM

# of Institutions

209

Shares Held

2.5M

Call Options Held

3.9K

Put Options Held

100

Citigroup Inc

451K
Shares

$62.5 Million
0.04% of portfolio
Pgim Custom Harvest LLC Newark, NJ

291K
Shares

$40.3 Million
0.89% of portfolio
Morgan Stanley New York, NY

251K
Shares

$34.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$17.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

119K
Shares

$16.5 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Account