Rice Partnership, LLC Ishares Tr Transaction History

Rice Partnership, LLC

$485 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$55.98 - $67.65 $391 - $473	-7 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$61.79 - $67.85 $432 - $474	7 New	7 $1,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$117 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$113 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$87.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$76.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$43.7 Million
0.02% of portfolio

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