Atlas Private Wealth Advisors Ishares Tr Transaction History

Atlas Private Wealth Advisors

$691 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 27, 2020	SELL	$38.91 - $43.53 $1,945 - $2,176	-50 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$32.09 - $45.18 $1,604 - $2,259	50 New	50 $6,000

Others Institutions Holding IYG

# of Institutions

273

Shares Held

13.2M

Call Options Held

13.1K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.56M
Shares

$116 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.44M
Shares

$107 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$84.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

910K
Shares

$67.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$41.8 Million
0.02% of portfolio

About ISHARES TR

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