Edmonds Duncan Registered Investment Advisors, LLC Ishares Tr Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$446 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 31, 2020	SELL	$60.32 - $80.25 $113,461 - $150,950	-1,881 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$71.59 - $80.04 $5,226 - $5,842	-73 Reduced 3.74%	1,881 $300,000
Q2 2019 Aug 06, 2019	SELL	N/A	-108 Reduced 5.24%	1,954 $288,000
Q1 2019 May 15, 2019	BUY	N/A	70 Added 3.51%	2,062 $291,000
Q1 2018 May 23, 2018	BUY	N/A	1,992 New	1,992 $263,000

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

Morgan Stanley New York, NY

469K
Shares

$68.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49.3 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.6 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.7 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.5 Million
14.3% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Edmonds Duncan Registered Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edmonds Duncan Registered Investment Advisors, LLC with notifications on news.

Account