Evolution Wealth Management Inc. Ishares Tr Transaction History

Evolution Wealth Management Inc.

$81.2 Billion
Q2 2025

A detailed history of Evolution Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 417 shares of IYG stock, worth $37,029. This represents 0.04% of its overall portfolio holdings.

Number of Shares

417

Holding current value

$37,029

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 29, 2025	BUY	$68.9 - $85.6 $28,731 - $35,695	417 New	417 $35.7 Million

Others Institutions Holding IYG

# of Institutions

286

Shares Held

13.9M

Call Options Held

62.6K

Put Options Held

50.1K

River Front Investment Group, LLC Richmond, VA

1.42M
Shares

$126 Million
2.48% of portfolio
Envestnet Asset Management Inc

1.3M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.07M
Shares

$94.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$94.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$49.9 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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Evolution Wealth Management Inc. Ishares Tr Transaction History