Phoenix Wealth Advisors Ishares Tr Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$61.79 - $67.85 $11,183 - $12,280	-181 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$39.45 - $50.02 $7,140 - $9,053	181 New	181 $27,000

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

$123 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$119 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$91.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$79.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$45.8 Million
0.02% of portfolio

About ISHARES TR

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