Shepherd Financial Partners LLC Ishares Transaction History
Shepherd Financial Partners LLC
- $826 Million
- Q3 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 12,483 shares of ICLN stock, worth $150,669. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,483
Previous 12,404
0.64%
Holding current value
$150,669
Previous $165,000
10.91%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding ICLN
# of Institutions
558Shares Held
45.6MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$77.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$39.3 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$32.9 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$19.9 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$18.2 Million3.66% of portfolio