Lake Point Wealth Management Ishares Tr Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Lake Point Wealth Management holds 19 shares of IYE stock, worth $907. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$907

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$37.64 - $48.83 $715 - $927	19 New	19 $1,000

Others Institutions Holding IYE

# of Institutions

342

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

Morgan Stanley New York, NY

2.11M
Shares

$101 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$69.4 Million
1.3% of portfolio
Bank Of America Corp Charlotte, NC

1.24M
Shares

$59.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$50.2 Million
0.01% of portfolio
Ubs Group Ag

916K
Shares

$43.7 Million
0.01% of portfolio

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

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Lake Point Wealth Management Ishares Tr Transaction History