Greenleaf Trust Ishares Tr Transaction History

Greenleaf Trust

$11.2 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$41.18 - $71.71 $70,706 - $123,126	-1,717 Closed	0 $0
Q1 2019 May 08, 2019	BUY	N/A	1,717 New	1,717 $203,000
Q4 2018 Feb 07, 2019	SELL	N/A	-1,717 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	1,717	1,717 $205,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$220 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$184 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$142 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$132 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$85 Million
0.07% of portfolio

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.