Unique Wealth, LLC Ishares Tr Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Unique Wealth, LLC holds 11,145 shares of IYE stock, worth $542,204. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,145

Holding current value

$542,204

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$43.93 - $51.37 $489,599 - $572,518	11,145 New	11,145 $508 Million

Others Institutions Holding IYE

# of Institutions

311

Shares Held

14.2M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$96 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$69.2 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$67.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$49.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$30.4 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

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