Caliber Wealth Management, LLC / Ks Ishares Tr Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 16,357 shares of IYG stock, worth $1.44 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,357
Previous 16,501
0.87%
Holding current value
$1.44 Million
Previous $1.41 Billion
3.81%
% of portfolio
0.16%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding IYG
# of Institutions
297Shares Held
15MCall Options Held
4.9KPut Options Held
10.2K-
River Front Investment Group, LLC Richmond, VA1.44MShares$126 Million2.36% of portfolio
-
Envestnet Asset Management Inc1.32MShares$116 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.08MShares$94.4 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.05MShares$92.3 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN576KShares$50.6 Million0.97% of portfolio