Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 38 shares of IYF stock, worth $4,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,274

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$93.83 - $105.05 $3,565 - $3,991	38 New	38 $3.95 Million

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$224 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$187 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$144 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$135 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$86.5 Million
0.07% of portfolio

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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