Clear Point Advisors Inc. Ishares Tr Transaction History

Clear Point Advisors Inc.

$122 Billion
Q1 2024

A detailed history of Clear Point Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Clear Point Advisors Inc. holds 3 shares of IYE stock, worth $144. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 3 -0.0%

Holding current value

$144

Previous $153,000 12.42%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 15, 2024	BUY	$42.54 - $48.28 $127 - $144	3 New	3 $153,000

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

Morgan Stanley New York, NY

2.05M
Shares

$98.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$70.4 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$69.7 Million
1.79% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$47.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

614K
Shares

$29.6 Million
0.01% of portfolio

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

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Clear Point Advisors Inc. Ishares Tr Transaction History