Doyle Wealth Management Ishares Tr Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$64.16 - $65.19 $2,887 - $2,933	-45 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	45 New	45 $6,000
Q1 2019 May 13, 2019	SELL	N/A	-45 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	45 New	45 $5,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$223 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$187 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$144 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$134 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$86.5 Million
0.07% of portfolio

About ISHARES TR

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