Signify Wealth Ishares Tr Transaction History

Signify Wealth

$66.4 Million
Q2 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

249

Shares Held

12.5M

Call Options Held

9.2K

Put Options Held

2.4K

Envestnet Asset Management Inc

1.51M
Shares

$108 Million
0.03% of portfolio
River Front Investment Group, LLC Richmond, VA

1.45M
Shares

$104 Million
2.56% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$80.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$68.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

600K
Shares

$42.9 Million
0.0% of portfolio

About ISHARES TR

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