Independent Advisor Alliance Ishares Tr Transaction History

Independent Advisor Alliance

$7.25 Billion
Q4 2024

A detailed history of Independent Advisor Alliance transactions in Ishares Tr stock. As of the latest transaction made, Independent Advisor Alliance holds 6,560 shares of IYE stock, worth $307,926. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,560

Holding current value

$307,926

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$43.93 - $51.37 $288,180 - $336,987	6,560 New	6,560 $298,000

Others Institutions Holding IYE

# of Institutions

322

Shares Held

14.5M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$92.6 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$66.7 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$64.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$47.8 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$29.3 Million
0.0% of portfolio

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Independent Advisor Alliance Ishares Tr Transaction History