Institute For Wealth Management, Llc. Ishares Tr Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  4 transactions
	
  Others Institutions Holding IYY
# of Institutions
287Shares Held
3.85MCall Options Held
1.4KPut Options Held
0- 
    
      Morgan Stanley New York, NY447KShares$72.8 Million0.0% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC328KShares$53.4 Million0.02% of portfolio
- 
    
      Sharp Financial Services, LLC Horsham, PA166KShares$27 Million14.68% of portfolio
- 
    
      Savant Capital, LLC157KShares$25.5 Million0.15% of portfolio
- 
    
      Pnc Financial Services Group, Inc. Pittsburgh, PA147KShares$23.9 Million0.01% of portfolio