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 $4,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares

101

Previous 101 -0.0%

Holding current value

$4,551

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

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$88.9 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$62.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.2 Million
0.0% of portfolio

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

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Wr Wealth Planners, LLC Ishares Tr Transaction History