High Falls Advisors, Inc Ishares Tr Transaction History

High Falls Advisors, Inc

$392 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	N/A	-13,888 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	N/A	1,029 Added 8.0%	13,888 $2,000
Q2 2020 Aug 13, 2020	BUY	N/A	12,859 New	12,859 $1.54 Million

Others Institutions Holding IYG

# of Institutions

239

Shares Held

12.3M

Call Options Held

10.7K

Put Options Held

9.5K

River Front Investment Group, LLC Richmond, VA

1.41M
Shares

$93.1 Million
2.63% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$89 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.18M
Shares

$77.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

962K
Shares

$63.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$40.7 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 High Falls Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on High Falls Advisors, Inc with notifications on news.