Retirement Group, LLC Ishares Tr Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

A detailed history of Retirement Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Retirement Group, LLC holds 185 shares of IYY stock, worth $26,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares

185

Previous 185 -0.0%

Holding current value

$26,479

Previous $21,000 9.52%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$98.55 - $108.33 $18,231 - $20,041	185 New	185 $20,000

Others Institutions Holding IYY

# of Institutions

253

Shares Held

3.45M

Call Options Held

6.6K

Put Options Held

Morgan Stanley New York, NY

469K
Shares

$67.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$48.1 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.1 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19 Million
14.3% of portfolio

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About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

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Retirement Group, LLC Ishares Tr Transaction History