Orion Portfolio Solutions, LLC Ishares Tr Transaction History

Orion Portfolio Solutions, LLC

$9.52 Billion
Q4 2024

A detailed history of Orion Portfolio Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 3,321 shares of IYG stock, worth $257,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,321

Holding current value

$257,942

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$70.24 - $82.34 $233,267 - $273,451	3,321 New	3,321 $258,000

Others Institutions Holding IYG

# of Institutions

273

Shares Held

13.1M

Call Options Held

13.1K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.56M
Shares

$121 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.44M
Shares

$112 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$88.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

910K
Shares

$70.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$43.6 Million
0.02% 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 Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.

Account

Orion Portfolio Solutions, LLC Ishares Tr Transaction History