Personal Wealth Partners Ishares Tr Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$79.17 - $85.45 $118,834 - $128,260	-1,501 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$75.91 - $83.61 $113,940 - $125,498	1,501 New	1,501 $122,000

Others Institutions Holding IYF

# of Institutions

408

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$229 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$192 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$148 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$138 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$88.7 Million
0.07% of portfolio

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