Institute For Wealth Management, Llc. Ishares Tr Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding IYE
# of Institutions
317Shares Held
14.7MCall Options Held
8.6KPut Options Held
0- 
    
      Morgan Stanley New York, NY2MShares$90.9 Million0.01% of portfolio
- 
    
      Pgim Custom Harvest LLC Newark, NJ1.45MShares$66.1 Million1.37% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC1.17MShares$53 Million0.0% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA968KShares$44 Million0.01% of portfolio
- 
    
      Goldman Sachs Group Inc New York, NY923KShares$41.9 Million0.01% of portfolio