Td Private Client Wealth LLC Ishares Tr Transaction History

Td Private Client Wealth LLC

$3.58 Trillion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2024	SELL	$89.32 - $112.61 $14,648 - $18,468	-164 Closed	0 $0
Q1 2022 Aug 16, 2024	BUY	$102.45 - $118.45 $819 - $947	8 Added 5.13%	164 $18.3 Million
Q4 2021 Aug 16, 2024	SELL	$107.69 - $118.54 $646 - $711	-6 Reduced 3.7%	156 $18.4 Million
Q3 2021 Aug 16, 2024	BUY	$106.77 - $113.98 $17,296 - $18,464	162 New	162 $17.5 Million
Q2 2021 Aug 16, 2024	SELL	$101.05 - $107.97 $1,111 - $1,187	-11 Reduced 6.15%	168 $18.1 Million
Q1 2021 Aug 16, 2024	SELL	$93.02 - $100.44 $2,139 - $2,310	-23 Reduced 11.39%	179 $17.9 Million
Q4 2020 Aug 16, 2024	BUY	$81.36 - $94.32 $7,973 - $9,243	98 Added 94.23%	202 $19.1 Million
Q3 2020 Aug 16, 2024	BUY	$76.94 - $88.82 $8,001 - $9,237	104 New	104 $17.3 Million

Others Institutions Holding IYY

# of Institutions

280

Shares Held

3.9M

Call Options Held

5.6K

Put Options Held

100

Morgan Stanley New York, NY

472K
Shares

$68.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

302K
Shares

$43.7 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

162K
Shares

$23.5 Million
0.02% of portfolio
Savant Capital, LLC

161K
Shares

$23.4 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

149K
Shares

$21.6 Million
0.01% of portfolio

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.