Wallace Hart LLC Ishares Tr Transaction History

Wallace Hart LLC

$136 Billion
Q3 2025

A detailed history of Wallace Hart LLC transactions in Ishares Tr stock. As of the latest transaction made, Wallace Hart LLC holds 3,434 shares of IYG stock, worth $304,939. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,434

Holding current value

$304,939

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 04, 2025	BUY	$85.16 - $90.57 $292,439 - $311,017	3,434 New	3,434 $308 Million

Others Institutions Holding IYG

# of Institutions

289

Shares Held

13.8M

Call Options Held

62.6K

Put Options Held

50.1K

River Front Investment Group, LLC Richmond, VA

1.42M
Shares

$126 Million
2.48% of portfolio
Envestnet Asset Management Inc

1.32M
Shares

$118 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.07M
Shares

$94.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$94.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$49.9 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wallace Hart LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Hart LLC with notifications on news.

Account