High Point Wealth Management, LLC Ishares Tr Transaction History

High Point Wealth Management, LLC

$107 Billion
Q4 2025

A detailed history of High Point Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, High Point Wealth Management, LLC holds 541 shares of IYG stock, worth $47,488. This represents 0.05% of its overall portfolio holdings.

Number of Shares

541

Holding current value

$47,488

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 29, 2026	BUY	$86.19 - $90.17 $46,628 - $48,781	541 New	541 $49.9 Million

Others Institutions Holding IYG

# of Institutions

295

Shares Held

15M

Call Options Held

4.9K

Put Options Held

10.2K

River Front Investment Group, LLC Richmond, VA

1.44M
Shares

$126 Million
2.36% of portfolio
Envestnet Asset Management Inc

1.32M
Shares

$116 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$94.4 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.05M
Shares

$92.3 Million
0.01% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

576K
Shares

$50.6 Million
0.97% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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High Point Wealth Management, LLC Ishares Tr Transaction History