Kore Private Wealth LLC Ishares Tr Transaction History

Kore Private Wealth LLC

$554 Million
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	N/A	-219 Closed	0 $0
Q1 2019 May 16, 2019	SELL	N/A	-143 Reduced 39.5%	219 $27,000
Q4 2018 May 23, 2019	BUY	N/A	362 New	362 $41,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

About ISHARES TR

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