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 $27,058. This represents 0.01% of its overall portfolio holdings.

Number of Shares

185

Previous 185 -0.0%

Holding current value

$27,058

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

279

Shares Held

3.9M

Call Options Held

5.6K

Put Options Held

100

Morgan Stanley New York, NY

472K
Shares

$69.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

302K
Shares

$44.1 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

162K
Shares

$23.7 Million
0.02% of portfolio
Savant Capital, LLC

161K
Shares

$23.6 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

149K
Shares

$21.8 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.

Account

Retirement Group, LLC Ishares Tr Transaction History