Savvy Advisors, Inc. Ishares Tr Transaction History

Savvy Advisors, Inc.

$974 Million
Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 12,301 shares of IEO stock, worth $998,718. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,301

Holding current value

$998,718

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$86.02 - $99.13 $1.06 Million - $1.22 Million	12,301 New	12,301 $1.16 Million

Others Institutions Holding IEO

# of Institutions

173

Shares Held

2.63M

Call Options Held

37.3K

Put Options Held

28.2K

Morgan Stanley New York, NY

401K
Shares

$32.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

146K
Shares

$11.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

115K
Shares

$9.37 Million
0.0% of portfolio
Altus Wealth Management, LLC

114K
Shares

$9.22 Million
5.04% of portfolio
Lpl Financial LLC Fort Mill, SC

114K
Shares

$9.22 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

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