Bellwether Advisors, LLC Ishares Tr Transaction History

Bellwether Advisors, LLC

$542 Million
Q4 2024

A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bellwether Advisors, LLC holds 42 shares of IYG stock, worth $3,280. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,280

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$70.24 - $82.34 $2,950 - $3,458	42 New	42 $3,000
Q3 2022 Nov 14, 2022	SELL	$47.08 - $57.16 $659 - $800	-14 Reduced 50.0%	14 $1,000
Q4 2020 Jan 29, 2021	BUY	$39.45 - $50.02 $1,104 - $1,400	28 New	28 $4,000

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

$122 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.44M
Shares

$112 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$88.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

910K
Shares

$71.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$43.9 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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