Cary Street Partners Investment Advisory LLC Ishares Tr Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$124.32 - $140.43 $12,432 - $14,043	-100 Reduced 66.67%	50 $6,000
Q4 2022 Feb 14, 2023	BUY	$109.29 - $133.88 $16,393 - $20,082	150 New	150 $18,000

Others Institutions Holding IYM

# of Institutions

206

Shares Held

2.5M

Call Options Held

3.9K

Put Options Held

100

Citigroup Inc

451K
Shares

$62 Million
0.04% of portfolio
Pgim Custom Harvest LLC Newark, NJ

291K
Shares

$40 Million
0.89% of portfolio
Morgan Stanley New York, NY

251K
Shares

$34.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$17.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

119K
Shares

$16.4 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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