Lfa Lugano Financial Advisors Sa Ishares Tr Transaction History

Lfa Lugano Financial Advisors Sa

$130 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 30, 2019	SELL	N/A	-265 Closed	0 $0
Q2 2018 Sep 04, 2018	SELL	N/A	-30,577 Reduced 99.14%	265 $31,000
Q2 2018 Aug 30, 2018	BUY	N/A	30,842 New	30,842 $31,000

Others Institutions Holding IYF

# of Institutions

388

Shares Held

15.3M

Call Options Held

10.6K

Put Options Held

500

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.05M
Shares

$212 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.64M
Shares

$169 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.25M
Shares

$129 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$123 Million
1.81% of portfolio
Goldman Sachs Group Inc New York, NY

675K
Shares

$69.7 Million
0.01% of portfolio

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lfa Lugano Financial Advisors Sa, based on Form 13F filings with the SEC.

News

Stay updated on Lfa Lugano Financial Advisors Sa with notifications on news.