Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$83.91 - $95.65 $503 - $573	-6 Closed	0 $0
Q2 2023 Aug 07, 2023	BUY	$68.91 - $74.74 $413 - $448	6 New	6 $0

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$220 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$184 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$142 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$132 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$85 Million
0.07% of portfolio

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