Charter Oak Capital Management, LLC Ishares Tr Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 4,262 shares of IYF stock, worth $475,085. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,262
Previous 4,491
5.1%
Holding current value
$475,085
Previous $466,000
1.07%
% of portfolio
0.04%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding IYF
# of Institutions
458Shares Held
19.8MCall Options Held
28.3KPut Options Held
35.3K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.9MShares$212 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.7MShares$189 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.35MShares$151 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$133 Million1.84% of portfolio
-
Schroder Investment Management Group London, X01.12MShares$125 Million0.12% of portfolio