One Charles Private Wealth Services, LLC Ishares Tr Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 9,792 shares of IYF stock, worth $1.1 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,792
Previous 9,552
2.51%
Holding current value
$1.1 Million
Previous $992,000
9.07%
% of portfolio
0.38%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding IYF
# of Institutions
460Shares Held
19.8MCall Options Held
28.3KPut Options Held
35.3K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.9MShares$214 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.7MShares$191 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.35MShares$152 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$134 Million1.84% of portfolio
-
Schroder Investment Management Group London, X01.12MShares$126 Million0.12% of portfolio