Watershed Private Wealth LLC Ishares Tr Transaction History

Watershed Private Wealth LLC

$256 Billion
Q4 2024

A detailed history of Watershed Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Watershed Private Wealth LLC holds 6,707 shares of IYE stock, worth $303,357. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,707

Holding current value

$303,357

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$43.93 - $51.37 $294,638 - $344,538	6,707 New	6,707 $306 Million

Others Institutions Holding IYE

# of Institutions

341

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

Morgan Stanley New York, NY

2.11M
Shares

$95.3 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$65.7 Million
1.3% of portfolio
Bank Of America Corp Charlotte, NC

1.24M
Shares

$56 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$47.5 Million
0.01% of portfolio
Ubs Group Ag

916K
Shares

$41.4 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

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Watershed Private Wealth LLC Ishares Tr Transaction History