Swisher Financial Concepts, Inc. Ishares Tr Transaction History
Swisher Financial Concepts, Inc.
- $140 Million
- Q2 2025
A detailed history of Swisher Financial Concepts, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 4,152 shares of IYJ stock, worth $593,486. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,152
Previous 4,457
6.84%
Holding current value
$593,486
Previous $575,000
2.61%
% of portfolio
0.42%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding IYJ
# of Institutions
354Shares Held
8.93MCall Options Held
10.2KPut Options Held
15K-
Laurel Wealth Advisors LLC Charlotte, NC1.76MShares$252 Million0.18% of portfolio
-
Morgan Stanley New York, NY836KShares$120 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC694KShares$99.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA437KShares$62.5 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ341KShares$48.8 Million1.01% of portfolio