Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 38 shares of IYF stock, worth $4,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,148

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$93.83 - $105.05 $3,565 - $3,991	38 New	38 $3.95 Million

Others Institutions Holding IYF

# of Institutions

389

Shares Held

15.3M

Call Options Held

10.6K

Put Options Held

500

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.05M
Shares

$224 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.64M
Shares

$179 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.25M
Shares

$136 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$131 Million
1.81% of portfolio
Goldman Sachs Group Inc New York, NY

675K
Shares

$73.8 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Account