Strategic Wealth Partners, Ltd. Ishares Tr Transaction History

Strategic Wealth Partners, Ltd.

$1.14 Billion
Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 300 shares of IYG stock, worth $26,520. This represents 0.0% of its overall portfolio holdings.

Number of Shares

300

Holding current value

$26,520

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$68.9 - $85.6 $20,670 - $25,680	300 New	300 $25,000

Others Institutions Holding IYG

# of Institutions

289

Shares Held

13.8M

Call Options Held

62.6K

Put Options Held

50.1K

River Front Investment Group, LLC Richmond, VA

1.42M
Shares

$125 Million
2.48% of portfolio
Envestnet Asset Management Inc

1.32M
Shares

$117 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.07M
Shares

$94.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$93.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$49.7 Million
0.02% of portfolio

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About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Strategic Wealth Partners, Ltd. Ishares Tr Transaction History