Genesee Capital Advisors, LLC Ishares Tr Transaction History

Genesee Capital Advisors, LLC

$180 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 25, 2022	SELL	N/A	-3,845 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	N/A	63 Added 1.67%	3,845 $742,000
Q3 2021 Oct 14, 2021	BUY	N/A	3,782 New	3,782 $712,000

Others Institutions Holding IYG

# of Institutions

238

Shares Held

12.3M

Call Options Held

10.7K

Put Options Held

9.5K

River Front Investment Group, LLC Richmond, VA

1.41M
Shares

$93.3 Million
2.63% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$89.2 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.18M
Shares

$77.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

962K
Shares

$63.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$40.8 Million
0.0% of portfolio

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesee Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesee Capital Advisors, LLC with notifications on news.