Retirement Planning Group Ishares Tr Transaction History

Retirement Planning Group

$1.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	BUY	$47.08 - $57.16 $44,349 - $53,844	942 Added 22.89%	5,058 $714,000
Q2 2022 Jul 13, 2022	BUY	$48.28 - $60.23 $198,720 - $247,906	4,116 New	4,116 $610,000

Others Institutions Holding IYG

# of Institutions

249

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$121 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$117 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$89.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$78.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.9 Million
0.02% of portfolio

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