Portfolio Strategies, Inc. Ishares Tr Transaction History

Portfolio Strategies, Inc.

$738 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 04, 2019	SELL	N/A	-5 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	5 New	5 $1,000
Q2 2018 Sep 25, 2018	SELL	N/A	-1,045 Closed	0 $0
Q1 2018 Sep 25, 2018	BUY	N/A	1,045 New	1,045 $137,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

About ISHARES TR

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