Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 10, 2020	SELL	$38.91 - $43.53 $1,128 - $1,262	-29 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$32.09 - $45.18 $930 - $1,310	29 New	29 $3.49 Million

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

About ISHARES TR

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