Chung Wu Investment Group, LLC Ishares Tr Transaction History

Chung Wu Investment Group, LLC

$99.3 Billion
Q4 2024

A detailed history of Chung Wu Investment Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Chung Wu Investment Group, LLC holds 6,370 shares of IYY stock, worth $937,345. This represents 0.92% of its overall portfolio holdings.

Number of Shares

6,370

Holding current value

$937,345

% of portfolio

0.92%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$138.14 - $149.13 $879,951 - $949,958	6,370 New	6,370 $911 Million

Others Institutions Holding IYY

# of Institutions

276

Shares Held

3.71M

Call Options Held

5.6K

Put Options Held

100

Morgan Stanley New York, NY

469K
Shares

$69.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49.4 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

162K
Shares

$23.9 Million
0.02% of portfolio
Savant Capital, LLC

161K
Shares

$23.7 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

138K
Shares

$20.2 Million
14.95% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Chung Wu Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chung Wu Investment Group, LLC with notifications on news.

Account

Chung Wu Investment Group, LLC Ishares Tr Transaction History