Horizon Family Wealth, Inc. Ishares Tr Transaction History

Horizon Family Wealth, Inc.

$132 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 15, 2023	BUY	$41.76 - $48.97 $363,604 - $426,381	8,707 New	8,707 $412,000

Others Institutions Holding IYE

# of Institutions

315

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$99 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$71.4 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$69.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$51.1 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$31.4 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
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