Connectus Wealth, LLC Ishares Tr Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$70.7 - $85.68 $5.81 Million - $7.04 Million	82,130 New	82,130 $7.01 Million
Q4 2022 Feb 07, 2023	BUY	$67.64 - $80.38 $2.39 Million - $2.84 Million	35,331 New	35,331 $2.67 Million

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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