Shira Ridge Wealth Management Ishares Tr Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 11,967 shares of IYH stock, worth $741,475. This represents 0.4% of its overall portfolio holdings.
Number of Shares
11,967
Previous 11,701
2.27%
Holding current value
$741,475
Previous $717 Million
8.5%
% of portfolio
0.4%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding IYH
# of Institutions
552Shares Held
23.6MCall Options Held
26KPut Options Held
500-
Morgan Stanley New York, NY2.17MShares$135 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$108 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.6MShares$99.4 Million0.05% of portfolio
-
Ubs Group Ag1.48MShares$91.5 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.18MShares$73 Million0.07% of portfolio