Warren Averett Asset Management, LLC Ishares Tr Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,071 shares of IYG stock, worth $269,572. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,071
Previous 3,085 0.45%
Holding current value
$269,572
Previous $264,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$85.16 - $90.57 $1,192 - $1,267
-14 Reduced 0.45%
3,071 $275,000
Q2 2025

Aug 14, 2025
BUY
$68.9 - $85.6 $212,556 - $264,076
3,085 New
3,085 $264,000

Others Institutions Holding IYG

# of Institutions
293
Shares Held
14.3M
Call Options Held
4.9K
Put Options Held
10.2K
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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