Sensible Money, LLC Ishares Tr Transaction History

Sensible Money, LLC

$294 Billion
Q3 2025

A detailed history of Sensible Money, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sensible Money, LLC holds 3,213 shares of IYG stock, worth $282,037. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,213

Previous 3,213 -0.0%

Holding current value

$282,037

Previous $275 Million 4.72%

% of portfolio

0.1%

Previous 0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jun 25, 2024	BUY	$63.91 - $191.92 $205,342 - $616,638	3,213 New	3,213 $213 Million

Others Institutions Holding IYG

# of Institutions

293

Shares Held

14.3M

Call Options Held

4.9K

Put Options Held

10.2K

River Front Investment Group, LLC Richmond, VA

1.44M
Shares

$126 Million
2.36% of portfolio
Envestnet Asset Management Inc

1.32M
Shares

$116 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$94.4 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.05M
Shares

$92.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$49.3 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 Sensible Money, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sensible Money, LLC with notifications on news.

Account

Sensible Money, LLC Ishares Tr Transaction History