Montag A & Associates Inc Ishares Tr Transaction History
Montag A & Associates Inc
- $2.14 Billion
- Q3 2025
A detailed history of Montag A & Associates Inc transactions in Ishares Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 1,000 shares of IYM stock, worth $144,820. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$144,820
Previous $140,000
5.71%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IYM
# of Institutions
213Shares Held
2.09MCall Options Held
1.8KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ304KShares$44 Million0.69% of portfolio
-
Morgan Stanley New York, NY226KShares$32.8 Million0.0% of portfolio
-
Citigroup Inc204KShares$29.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC130KShares$18.8 Million0.0% of portfolio
-
Commerce Bank Kansas City, MO114KShares$16.4 Million0.1% of portfolio