Sound Income Strategies, LLC Ishares Tr Transaction History

Sound Income Strategies, LLC

$1.4 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$62.27 - $67.11 $17,373 - $18,723	279 New	279 $18,000

Others Institutions Holding IYG

# of Institutions

248

Shares Held

12.7M

Call Options Held

9.2K

Put Options Held

2.4K

Envestnet Asset Management Inc

1.51M
Shares

$111 Million
0.03% of portfolio
River Front Investment Group, LLC Richmond, VA

1.45M
Shares

$107 Million
2.56% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$82.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$70.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

600K
Shares

$44.3 Million
0.0% of portfolio

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.