Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 12 shares of IYJ stock, worth $1,762. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,762

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$115.07 - $142.31 $1,380 - $1,707	12 New	12 $1.74 Million

Others Institutions Holding IYJ

# of Institutions

352

Shares Held

8.08M

Call Options Held

9.2K

Put Options Held

2.8K

Laurel Wealth Advisors LLC Charlotte, NC

1.76M
Shares

$259 Million
0.18% of portfolio
Morgan Stanley New York, NY

837K
Shares

$123 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$90.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

437K
Shares

$64.2 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

341K
Shares

$50.1 Million
1.01% of portfolio

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History