Hbk Sorce Advisory LLC Ishares Tr Transaction History

Hbk Sorce Advisory LLC

$2.56 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$68.23 - $82.05 $409 - $492	6 Added 0.13%	4,686 $500,000
Q4 2022 Feb 09, 2023	BUY	$67.64 - $80.38 $316,555 - $376,178	4,680 New	4,680 $353,000

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

$234 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$196 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$151 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$141 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$90.6 Million
0.07% of portfolio

About ISHARES TR

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