Seven Bridge Financial Group, LLC Ishares Tr Transaction History

Seven Bridge Financial Group, LLC

$552 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 09, 2019	SELL	$64.16 - $65.19 $24,060 - $24,446	-375 Closed	0 $0
Q2 2019 Jul 15, 2019	BUY	N/A	75 Added 25.0%	375 $47,000
Q2 2017 Aug 14, 2017	BUY	N/A	300	300 $32,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$220 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$184 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$142 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$132 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$85 Million
0.07% of portfolio

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Bridge Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Bridge Financial Group, LLC with notifications on news.