Able Wealth Management LLC Ishares Tr Transaction History

Able Wealth Management LLC

$110 Billion
Q4 2023

A detailed history of Able Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Able Wealth Management LLC holds 208 shares of IYE stock, worth $10,162. This represents 0.01% of its overall portfolio holdings.

Number of Shares

208

Holding current value

$10,162

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$42.54 - $48.28 $8,848 - $10,042	208 New	208 $9.2 Million

Others Institutions Holding IYE

# of Institutions

329

Shares Held

14.7M

Call Options Held

17.4K

Put Options Held

1.2K

Morgan Stanley New York, NY

2.03M
Shares

$99.1 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.48M
Shares

$72.5 Million
1.61% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$71.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

989K
Shares

$48.3 Million
0.01% of portfolio
Ubs Group Ag

619K
Shares

$30.3 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

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Able Wealth Management LLC Ishares Tr Transaction History