Retirement Planning Group Ishares Tr Transaction History

Retirement Planning Group

$1.64 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	BUY	$127.48 - $142.0 $239,789 - $267,102	1,881 New	1,881 $242,000

Others Institutions Holding IYJ

# of Institutions

354

Shares Held

8.12M

Call Options Held

9.2K

Put Options Held

2.8K

Laurel Wealth Advisors LLC Charlotte, NC

1.76M
Shares

$252 Million
0.18% of portfolio
Morgan Stanley New York, NY

837K
Shares

$120 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$88.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

437K
Shares

$62.5 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

341K
Shares

$48.8 Million
1.01% of portfolio

About ISHARES TR

Ticker IYJ
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