Asset Dedication, LLC Ishares Tr Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in Ishares Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 330 shares of IYH stock, worth $19,806. This represents 0.0% of its overall portfolio holdings.
Number of Shares
330
Previous 330
-0.0%
Holding current value
$19,806
Previous $20,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding IYH
# of Institutions
545Shares 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