Successful Portfolios LLC Ishares Tr Transaction History

Successful Portfolios LLC

$149 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 02, 2021	SELL	$39.45 - $50.02 $68,130 - $86,384	-1,727 Closed	0 $0
Q3 2020 Oct 13, 2020	BUY	$38.91 - $43.53 $67,197 - $75,176	1,727 New	1,727 $211,000

Others Institutions Holding IYG

# of Institutions

273

Shares Held

13.1M

Call Options Held

13.1K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.56M
Shares

$127 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.44M
Shares

$118 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$93.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

910K
Shares

$74.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$46 Million
0.02% of portfolio

About ISHARES TR

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