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

408

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$229 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$192 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$148 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$138 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$88.7 Million
0.07% of portfolio

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