Retirement Group, LLC Ishares Tr Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 22, 2021	SELL	$39.45 - $50.02 $2,761 - $3,501	-70 Closed	0 $0
Q4 2019 Aug 30, 2021	BUY	$43.52 - $50.81 $3,046 - $3,556	70 New	70 $11,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

About ISHARES TR

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