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 437 shares of IYY stock, worth $71,357. This represents 0.0% of its overall portfolio holdings.

Number of Shares

437

Previous 437 -0.0%

Holding current value

$71,357

Previous $65,000 9.23%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	BUY	$81.36 - $94.32 $35,554 - $41,217	437 New	437 $41,000

Others Institutions Holding IYY

# of Institutions

295

Shares Held

3.84M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

453K
Shares

$74 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

334K
Shares

$54.6 Million
0.02% of portfolio
Sharp Financial Services, LLC Horsham, PA

175K
Shares

$28.6 Million
14.59% of portfolio
Savant Capital, LLC

155K
Shares

$25.4 Million
0.14% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

145K
Shares

$23.6 Million
0.01% of portfolio

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About ISHARES TR

Ticker IYY
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Montag A & Associates Inc Ishares Tr Transaction History