Adell Harriman & Carpenter Inc Ishares Tr Transaction History

Adell Harriman & Carpenter Inc

$1.51 Trillion
Q2 2025

A detailed history of Adell Harriman & Carpenter Inc transactions in Ishares Tr stock. As of the latest transaction made, Adell Harriman & Carpenter Inc holds 2,400 shares of IYG stock, worth $206,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,400

Holding current value

$206,424

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$68.9 - $85.6 $165,360 - $205,440	2,400 New	2,400 $205 Million

Others Institutions Holding IYG

# of Institutions

289

Shares Held

14M

Call Options Held

49K

Put Options Held

35.5K

River Front Investment Group, LLC Richmond, VA

1.63M
Shares

$140 Million
2.93% of portfolio
Envestnet Asset Management Inc

1.3M
Shares

$111 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$93.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$82 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$48.3 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
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Adell Harriman & Carpenter Inc Ishares Tr Transaction History