Fiduciary Alliance LLC Ishares Tr Transaction History

Fiduciary Alliance LLC

$1.34 Trillion
Q2 2025

A detailed history of Fiduciary Alliance LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Alliance LLC holds 2,725 shares of IYG stock, worth $235,194. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,725

Holding current value

$235,194

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 09, 2025	BUY	$68.9 - $85.6 $187,752 - $233,259	2,725 New	2,725 $233 Million

Others Institutions Holding IYG

# of Institutions

290

Shares Held

14.2M

Call Options Held

49K

Put Options Held

35.5K

River Front Investment Group, LLC Richmond, VA

1.63M
Shares

$140 Million
2.93% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$123 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$93.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$82.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$48.5 Million
0.02% of portfolio

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About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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