Costello Asset Management, Inc Ishares Tr Transaction History

Costello Asset Management, Inc

$244 Million
Q1 2025

A detailed history of Costello Asset Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Costello Asset Management, Inc holds 30 shares of IYG stock, worth $2,462. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,462

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$74.6 - $84.81 $2,238 - $2,544	30 New	30 $2,000

Others Institutions Holding IYG

# of Institutions

290

Shares Held

14.2M

Call Options Held

49K

Put Options Held

35.5K

River Front Investment Group, LLC Richmond, VA

1.63M
Shares

$134 Million
2.93% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$117 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$89.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$78.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$46.1 Million
0.02% of portfolio

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About ISHARES TR

Ticker IYG
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Costello Asset Management, Inc Ishares Tr Transaction History