Guardian Wealth Advisors, LLC Ishares Tr Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,500 shares of IYG stock, worth $116,550. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,500

Holding current value

$116,550

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$70.24 - $82.34 $105,359 - $123,510	1,500 New	1,500 $116,000

Others Institutions Holding IYG

# of Institutions

274

Shares Held

13.3M

Call Options Held

13.1K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.56M
Shares

$121 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$111 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$88.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

910K
Shares

$70.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$43.6 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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Guardian Wealth Advisors, LLC Ishares Tr Transaction History