Busey Wealth Management Ishares Tr Transaction History

Busey Wealth Management

$3.52 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 17, 2020	SELL	$52.08 - $87.1 $17,707 - $29,613	-340 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$75.93 - $84.31 $25,816 - $28,665	340 New	340 $57,000

Others Institutions Holding IYJ

# of Institutions

350

Shares Held

8.12M

Call Options Held

9.2K

Put Options Held

2.8K

Laurel Wealth Advisors LLC Charlotte, NC

1.76M
Shares

$255 Million
0.18% of portfolio
Morgan Stanley New York, NY

837K
Shares

$121 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$89.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

437K
Shares

$63.2 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

341K
Shares

$49.3 Million
1.01% of portfolio

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Busey Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Busey Wealth Management with notifications on news.