Mpwm Advisory Solutions, LLC Ishares Tr Transaction History

Mpwm Advisory Solutions, LLC

$137 Billion
Q4 2024

A detailed history of Mpwm Advisory Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 20 shares of IYE stock, worth $974. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$974

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$43.93 - $51.37 $878 - $1,027	20 New	20 $911,000

Others Institutions Holding IYE

# of Institutions

343

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

Morgan Stanley New York, NY

2.11M
Shares

$103 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$70.8 Million
1.3% of portfolio
Bank Of America Corp Charlotte, NC

1.24M
Shares

$60.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$51.1 Million
0.01% of portfolio
Ubs Group Ag

916K
Shares

$44.6 Million
0.01% of portfolio

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Mpwm Advisory Solutions, LLC Ishares Tr Transaction History