Caldwell Trust CO Ishares Tr Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Ishares Tr stock. As of the latest transaction made, Caldwell Trust CO holds 170 shares of IYJ stock, worth $24,422. This represents 0.0% of its overall portfolio holdings.
Number of Shares
170
Previous 170
-0.0%
Holding current value
$24,422
Previous $24.2 Million
2.5%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IYJ
# of Institutions
347Shares Held
8.1MCall Options Held
9.2KPut Options Held
2.8K-
Laurel Wealth Advisors LLC Charlotte, NC1.76MShares$254 Million0.18% of portfolio
-
Morgan Stanley New York, NY837KShares$120 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$88.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA437KShares$62.8 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ341KShares$49 Million1.01% of portfolio