Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 101 shares of IYE stock, worth $4,958. This represents 0.0% of its overall portfolio holdings.

Number of Shares

101

Previous 101 -0.0%

Holding current value

$4,958

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$41.9 - $49.4 $4,231 - $4,989	101 New	101 $4,000

Others Institutions Holding IYE

# of Institutions

320

Shares Held

14.7M

Call Options Held

17.4K

Put Options Held

1.2K

Morgan Stanley New York, NY

2.03M
Shares

$99.6 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.48M
Shares

$72.8 Million
1.61% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$71.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

989K
Shares

$48.6 Million
0.01% of portfolio
Ubs Group Ag

619K
Shares

$30.4 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

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Wr Wealth Planners, LLC Ishares Tr Transaction History