Sequent Planning LLC Ishares Tr Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Sequent Planning LLC holds 7,620 shares of IYG stock, worth $668,883. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,620

Holding current value

$668,883

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$85.16 - $90.57 $648,919 - $690,143	7,620 New	7,620 $683 Million

Others Institutions Holding IYG

# of Institutions

294

Shares Held

14.4M

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

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