Bellwether Advisors, LLC Ishares Tr Transaction History

Bellwether Advisors, LLC

$556 Million
Q2 2025

A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bellwether Advisors, LLC holds 1 shares of IYF stock, worth $125. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$125

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$99.23 - $120.99 $99 - $120	1 New	1 $0

Others Institutions Holding IYF

# of Institutions

507

Shares Held

19.7M

Call Options Held

27.5K

Put Options Held

48.6K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.83M
Shares

$230 Million
0.09% of portfolio
Morgan Stanley New York, NY

1.52M
Shares

$191 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.5M
Shares

$189 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$150 Million
1.97% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

983K
Shares

$124 Million
0.11% of portfolio

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.

Account