Retirement Wealth Solutions LLC Ishares Tr Transaction History

Retirement Wealth Solutions LLC

$118 Billion
Q4 2024

A detailed history of Retirement Wealth Solutions LLC transactions in Ishares Tr stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 15 shares of IYE stock, worth $727. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$727

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$43.93 - $51.37 $658 - $770	15 New	15 $683,000

Others Institutions Holding IYE

# of Institutions

317

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$95.8 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$69 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$67.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$49.4 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$30.3 Million
0.0% of portfolio

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Retirement Wealth Solutions LLC Ishares Tr Transaction History