Circle Wealth Management, LLC Ishares Tr Transaction History
Circle Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Circle Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Circle Wealth Management, LLC holds 294,600 shares of IYG stock, worth $24.1 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
294,600
Previous 294,600
-0.0%
Holding current value
$24.1 Million
Previous $20.9 Million
9.56%
% of portfolio
0.49%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding IYG
# of Institutions
273Shares Held
13.1MCall Options Held
13.1KPut Options Held
0-
River Front Investment Group, LLC Richmond, VA1.56MShares$127 Million2.83% of portfolio
-
Envestnet Asset Management Inc1.44MShares$118 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.14MShares$93.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY910KShares$74.5 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL562KShares$46 Million0.02% of portfolio