Montag A & Associates Inc Ishares Tr Transaction History

Montag A & Associates Inc

$1.98 Billion
Q1 2024

A detailed history of Montag A & Associates Inc transactions in Ishares Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 437 shares of IYY stock, worth $58,877. This represents 0.0% of its overall portfolio holdings.

Number of Shares

437

Previous 437 -0.0%

Holding current value

$58,877

Previous $50,000 10.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	BUY	N/A	437 New	437 $41,000

Others Institutions Holding IYY

# of Institutions

230

Shares Held

3.33M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

458K
Shares

$61.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

316K
Shares

$42.6 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

220K
Shares

$29.6 Million
0.02% of portfolio
Savant Capital, LLC

164K
Shares

$22.1 Million
0.24% of portfolio
Bank Of America Corp Charlotte, NC

131K
Shares

$17.7 Million
0.0% of portfolio

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About ISHARES TR

Ticker IYY
Sector ETFs
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Montag A & Associates Inc Ishares Tr Transaction History