Colonial Trust Advisors Ishares Tr Transaction History

Colonial Trust Advisors

$1.11 Billion
Q1 2025

A detailed history of Colonial Trust Advisors transactions in Ishares Tr stock. As of the latest transaction made, Colonial Trust Advisors holds 174 shares of IYJ stock, worth $24,946. This represents 0.0% of its overall portfolio holdings.

Number of Shares

174

Previous 174 -0.0%

Holding current value

$24,946

Previous $23,000 4.35%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$84.86 - $101.21 $14,765 - $17,610	174 New	174 $16,000

Others Institutions Holding IYJ

# of Institutions

338

Shares Held

7.05M

Call Options Held

10.2K

Put Options Held

15K

Morgan Stanley New York, NY

836K
Shares

$120 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

694K
Shares

$99.5 Million
0.01% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

623K
Shares

$89.3 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

455K
Shares

$65.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

297K
Shares

$42.6 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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Colonial Trust Advisors Ishares Tr Transaction History