Financial Life Planners Ishares Tr Transaction History

Financial Life Planners

$119 Billion
Q4 2024

A detailed history of Financial Life Planners transactions in Ishares Tr stock. As of the latest transaction made, Financial Life Planners holds 148 shares of IYM stock, worth $20,452. This represents 0.02% of its overall portfolio holdings.

Number of Shares

148

Holding current value

$20,452

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$129.15 - $153.25 $19,114 - $22,681	148 New	148 $19.2 Million

Others Institutions Holding IYM

# of Institutions

209

Shares Held

2.5M

Call Options Held

3.9K

Put Options Held

100

Citigroup Inc

451K
Shares

$62.4 Million
0.04% of portfolio
Pgim Custom Harvest LLC Newark, NJ

291K
Shares

$40.2 Million
0.89% of portfolio
Morgan Stanley New York, NY

251K
Shares

$34.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$17.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

119K
Shares

$16.5 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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