Kozak & Associates, Inc. Ishares Tr Transaction History
Kozak & Associates, Inc.
- $482 Million
- Q2 2025
A detailed history of Kozak & Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 319,466 shares of IYG stock, worth $27.5 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
319,466
Previous 269,566
18.51%
Holding current value
$27.5 Million
Previous $20.9 Million
30.61%
% of portfolio
5.67%
Previous 5.11%
Shares
16 transactions
Others Institutions Holding IYG
# of Institutions
288Shares Held
13.9MCall Options Held
62.6KPut Options Held
50.1K-
River Front Investment Group, LLC Richmond, VA1.42MShares$122 Million2.48% of portfolio
-
Envestnet Asset Management Inc1.3MShares$111 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY1.07MShares$91.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.06MShares$91.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL562KShares$48.3 Million0.02% of portfolio