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	$59.43 - $64.96 $6,596 - $7,210	-111 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$57.88 - $63.59 $6,424 - $7,058	111 New	111 $21,000

Others Institutions Holding IYG

# of Institutions

250

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$120 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$116 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$89.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$78 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.6 Million
0.02% of portfolio

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