Rgt Wealth Advisors, LLC Ishares Tr Transaction History

Rgt Wealth Advisors, LLC

$627 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$266.13 - $297.6 $8,516 - $9,523	-32 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$271.82 - $301.88 $8,698 - $9,660	32 New	32 $10,000

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

$127 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

1.95M
Shares

$117 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

1.68M
Shares

$100 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$100 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.13M
Shares

$67.6 Million
0.05% of portfolio

About ISHARES TR

Ticker IYH
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