Wbh Advisory Inc Ishares Tr Transaction History

Wbh Advisory Inc

$1.24 Billion
Q3 2025

A detailed history of Wbh Advisory Inc transactions in Ishares Tr stock. As of the latest transaction made, Wbh Advisory Inc holds 1,500 shares of IYY stock, worth $244,935. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,500

Previous 1,500 -0.0%

Holding current value

$244,935

Previous $226,000 7.52%

% of portfolio

0.02%

Previous 0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$125.77 - $139.59 $188,655 - $209,385	1,500 New	1,500 $209,000

Others Institutions Holding IYY

# of Institutions

290

Shares Held

3.74M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

453K
Shares

$74 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

334K
Shares

$54.6 Million
0.02% of portfolio
Sharp Financial Services, LLC Horsham, PA

175K
Shares

$28.6 Million
14.59% of portfolio
Savant Capital, LLC

155K
Shares

$25.4 Million
0.14% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

145K
Shares

$23.6 Million
0.01% of portfolio

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About ISHARES TR

Ticker IYY
Sector ETFs
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