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

Retirement Planning CO Of New England, Inc.

$216 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$266.13 - $297.6 $157,815 - $176,476	-593 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$271.82 - $301.88 $161,189 - $179,014	593 New	593 $178,000

Others Institutions Holding IYH

# of Institutions

546

Shares Held

24.6M

Call Options Held

4.9K

Put Options Held

200

Morgan Stanley New York, NY

2.11M
Shares

$129 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

1.95M
Shares

$119 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

1.68M
Shares

$102 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$102 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.13M
Shares

$68.8 Million
0.05% of portfolio

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About ISHARES TR

Ticker IYH
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