Invst, LLC Ishares Tr Transaction History

Invst, LLC

$871 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jun 23, 2021	SELL	N/A	-14,305 Closed	0 $0
Q3 2020 Jun 23, 2021	BUY	N/A	2,298 Added 19.14%	14,305 $1.76 Million
Q2 2020 Jun 23, 2021	BUY	N/A	12,007 New	12,007 $1.42 Million

Others Institutions Holding IYG

# of Institutions

239

Shares Held

12.3M

Call Options Held

10.7K

Put Options Held

9.5K

River Front Investment Group, LLC Richmond, VA

1.41M
Shares

$93.1 Million
2.63% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$89 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.18M
Shares

$77.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

962K
Shares

$63.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$40.7 Million
0.0% of portfolio

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Invst, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invst, LLC with notifications on news.