Marks Wealth, LLC Ishares Tr Transaction History

Marks Wealth, LLC

$233 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 13, 2021	SELL	$57.88 - $63.59 $6.36 Million - $6.99 Million	-109,912 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$48.45 - $58.92 $5.33 Million - $6.48 Million	109,912 New	109,912 $18.8 Million

Others Institutions Holding IYG

# of Institutions

249

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$121 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$117 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$89.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$78.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.9 Million
0.02% of portfolio

About ISHARES TR

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