Financial Life Planners Ishares Tr Transaction History

Financial Life Planners

$149 Billion
Q3 2025

A detailed history of Financial Life Planners transactions in Ishares Tr stock. As of the latest transaction made, Financial Life Planners holds 491 shares of IYY stock, worth $80,175. This represents 0.05% of its overall portfolio holdings.

Number of Shares

491

Holding current value

$80,175

% of portfolio

0.05%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$150.75 - $162.82 $74,018 - $79,944	491 New	491 $79.7 Million
Q4 2024 Jan 24, 2025	BUY	$138.14 - $149.13 $46,415 - $50,107	336 New	336 $48.1 Million

Others Institutions Holding IYY

# of Institutions

292

Shares Held

3.74M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

453K
Shares

$74 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

334K
Shares

$54.6 Million
0.02% of portfolio
Sharp Financial Services, LLC Horsham, PA

166K
Shares

$27.1 Million
14.68% of portfolio
Savant Capital, LLC

155K
Shares

$25.4 Million
0.14% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

145K
Shares

$23.6 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

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