Goal Vest Advisory LLC Ishares Tr Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 56 shares of IYG stock, worth $4,593. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,593

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$70.24 - $82.34 $3,933 - $4,611	56 New	56 $4,000
Q2 2024 Jul 30, 2024	BUY	$62.27 - $67.11 $0 - $0	0 New	0 $0

Others Institutions Holding IYG

# of Institutions

255

Shares Held

12.4M

Call Options Held

9.2K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$124 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$120 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$92 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$80.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$46.1 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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