Leeward Financial Partners, LLC Ishares Tr Transaction History

Leeward Financial Partners, LLC

$342 Million
Q3 2025

A detailed history of Leeward Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 2,250 shares of IYG stock, worth $197,505. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,250

Holding current value

$197,505

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$85.16 - $90.57 $191,610 - $203,782	2,250 New	2,250 $201,000

Others Institutions Holding IYG

# of Institutions

294

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leeward Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leeward Financial Partners, LLC with notifications on news.

Account

Leeward Financial Partners, LLC Ishares Tr Transaction History