Retirement Planning CO Of New England, Inc. Ishares Tr Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$55.98 - $67.65 $2,799 - $3,382	-50 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$61.79 - $67.85 $3,089 - $3,392	50 New	50 $9,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

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

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