Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

$270 Million
Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 38 shares of IYF stock, worth $4,701. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 38 -0.0%

Holding current value

$4,701

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$93.83 - $105.05 $3,565 - $3,991	38 New	38 $3.95 Million

Others Institutions Holding IYF

# of Institutions

511

Shares Held

20.6M

Call Options Held

18.2K

Put Options Held

44.1K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.78M
Shares

$221 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.59M
Shares

$196 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.55M
Shares

$192 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$148 Million
1.91% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

827K
Shares

$102 Million
1.94% of portfolio

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About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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Org Wealth Partners, LLC Ishares Tr Transaction History