Certified Advisory Corp Ishares Tr Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$48.45 - $58.92 $1,211 - $1,473	-25 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$28.97 - $52.03 $28 - $52	1 Added 4.17%	25 $3,000
Q1 2019 May 07, 2019	BUY	N/A	24 New	24 $3,000

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

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