My Personal Cfo, LLC Ishares Tr Transaction History
My Personal Cfo, LLC
- $206 Million
- Q2 2025
A detailed history of My Personal Cfo, LLC transactions in Ishares Tr stock. As of the latest transaction made, My Personal Cfo, LLC holds 24,750 shares of IYH stock, worth $1.44 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
24,750
Previous 24,750
-0.0%
Holding current value
$1.44 Million
Previous $1.51 Million
7.3%
% of portfolio
0.68%
Previous 0.81%
Shares
6 transactions
Others Institutions Holding IYH
# of Institutions
545Shares Held
24.7MCall Options Held
4.9KPut Options Held
200-
Morgan Stanley New York, NY2.11MShares$123 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC1.95MShares$113 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$97.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.67MShares$97.4 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$65.8 Million0.05% of portfolio