Householder Group Estate & Retirement Specialist, LLC Ishares Tr Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$92.74 - $102.46 $3,060 - $3,381	33 New	33 $3,000
Q3 2022 Oct 11, 2022	BUY	$87.7 - $105.61 $2,894 - $3,485	33 New	33 $2,000

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

Morgan Stanley New York, NY

469K
Shares

$69.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49.5 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.7 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.8 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.6 Million
14.3% of portfolio

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