Independent Solutions Wealth Management, LLC Ishares Tr Transaction History

Independent Solutions Wealth Management, LLC

$563 Billion
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$99.23 - $120.99 $20,937 - $25,528	211 Added 10.47%	2,226 $269 Million
Q1 2025 Apr 23, 2025	BUY	$107.69 - $119.37 $216,995 - $240,530	2,015 New	2,015 $227 Million

Others Institutions Holding IYF

# of Institutions

508

Shares Held

20M

Call Options Held

18.2K

Put Options Held

44.1K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.78M
Shares

$221 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.59M
Shares

$196 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.55M
Shares

$192 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$148 Million
1.91% of portfolio
Lpl Financial LLC Fort Mill, SC

710K
Shares

$87.8 Million
0.03% of portfolio

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