Allium Financial Advisors, LLC Ishares Tr Transaction History

Allium Financial Advisors, LLC

$110 Billion
Q1 2025

A detailed history of Allium Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Allium Financial Advisors, LLC holds 4,444 shares of IYG stock, worth $382,228. This represents 0.32% of its overall portfolio holdings.

Number of Shares

4,444

Holding current value

$382,228

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$74.6 - $84.81 $331,522 - $376,895	4,444 New	4,444 $349 Million

Others Institutions Holding IYG

# of Institutions

290

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
Industry ETFs

More about IYG

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Allium Financial Advisors, LLC Ishares Tr Transaction History