Beta Wealth Group, Inc. Ishares Tr Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$48.28 - $60.23 $29,547 - $36,860	-612 Reduced 14.8%	3,523 $522,000
Q1 2022 May 12, 2022	BUY	$55.98 - $67.65 $231,477 - $279,732	4,135 New	4,135 $746,000

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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