Retirement Group, LLC Ishares Tr Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

A detailed history of Retirement Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Retirement Group, LLC holds 185 shares of IYY stock, worth $30,208. This represents 0.01% of its overall portfolio holdings.

Number of Shares

185

Previous 185 -0.0%

Holding current value

$30,208

Previous $21,000 9.52%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$98.55 - $108.33 $18,231 - $20,041	185 New	185 $20,000

Others Institutions Holding IYY

# of Institutions

292

Shares Held

3.74M

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

166K
Shares

$27.1 Million
14.68% 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
Sector ETFs
Industry ETFs

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Retirement Group, LLC Ishares Tr Transaction History