Soltis Investment Advisors LLC Ishares Tr Transaction History

Soltis Investment Advisors LLC

$1.01 Billion
Q3 2024

A detailed history of Soltis Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 1,618 shares of IYJ stock, worth $226,002. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,618

Holding current value

$226,002

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 18, 2024	BUY	$118.32 - $133.67 $191,441 - $216,278	1,618 New	1,618 $216,000

Others Institutions Holding IYJ

# of Institutions

317

Shares Held

6.08M

Call Options Held

29.4K

Put Options Held

Morgan Stanley New York, NY

859K
Shares

$120 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

696K
Shares

$97.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

445K
Shares

$62.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

307K
Shares

$42.9 Million
0.02% of portfolio
Ubs Group Ag

270K
Shares

$37.7 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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Soltis Investment Advisors LLC Ishares Tr Transaction History