Signify Wealth Ishares Tr Transaction History

Signify Wealth

$84.6 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$55.98 - $67.65 $2.13 Million - $2.57 Million	-38,053 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$61.79 - $67.85 $2.35 Million - $2.58 Million	38,053 New	38,053 $7.35 Million

Others Institutions Holding IYG

# of Institutions

288

Shares Held

13.9M

Call Options Held

62.6K

Put Options Held

50.1K

River Front Investment Group, LLC Richmond, VA

1.42M
Shares

$126 Million
2.48% of portfolio
Envestnet Asset Management Inc

1.3M
Shares

$116 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.07M
Shares

$95 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$94.6 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$50.1 Million
0.02% of portfolio

About ISHARES TR

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