Holistic Financial Partners Ishares Tr Transaction History

Holistic Financial Partners

$185 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-398 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	398	398 $48,000

Others Institutions Holding IYF

# of Institutions

371

Shares Held

15.8M

Call Options Held

8.4K

Put Options Held

12.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.14M
Shares

$204 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$159 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.25M
Shares

$119 Million
1.73% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$113 Million
0.01% of portfolio
Hsbc Holdings PLC London, X0

859K
Shares

$81.6 Million
0.06% of portfolio

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