Ma Private Wealth Ishares Tr Transaction History

Ma Private Wealth

$533 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$37.64 - $48.83 $332,662 - $431,559	-8,838 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$31.0 - $42.12 $273,978 - $372,256	8,838 New	8,838 $362,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$98.2 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$70.7 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$68.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$50.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$31.1 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ma Private Wealth with notifications on news.