Modern Wealth Management, LLC Ishares Tr Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,781 shares of IYF stock, worth $296,510. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,781
Previous 2,104
32.18%
Holding current value
$296,510
Previous $200 Million
31.31%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IYF
# of Institutions
396Shares Held
15.6MCall Options Held
10.6KPut Options Held
500-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.05MShares$219 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$175 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.25MShares$133 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$128 Million1.81% of portfolio
-
Goldman Sachs Group Inc New York, NY675KShares$72 Million0.01% of portfolio