Centricity Wealth Management, LLC Ishares Tr Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 3,055 shares of IYH stock, worth $183,361. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,055
Previous 3,055
-0.0%
Holding current value
$183,361
Previous $186 Million
7.24%
% of portfolio
0.14%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IYH
# of Institutions
549Shares Held
24.5MCall Options Held
4.9KPut Options Held
200-
Morgan Stanley New York, NY2.11MShares$127 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC1.95MShares$117 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$101 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.67MShares$100 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$67.8 Million0.05% of portfolio