New Wave Wealth Advisors LLC Ishares Tr Transaction History

New Wave Wealth Advisors LLC

$244 Billion
Q4 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 60 shares of IYE stock, worth $2,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,904

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$43.93 - $51.37 $2,635 - $3,082	60 New	60 $2.73 Million

Others Institutions Holding IYE

# of Institutions

312

Shares Held

14.1M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$95.5 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$68.8 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$66.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$49.3 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$30.3 Million
0.0% of portfolio

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

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New Wave Wealth Advisors LLC Ishares Tr Transaction History