Source Financial Advisors LLC Ishares Tr Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Source Financial Advisors LLC holds 14,273 shares of IYG stock, worth $1.26 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,273
Previous 14,836
3.79%
Holding current value
$1.26 Million
Previous $967,000
4.76%
% of portfolio
0.3%
Previous 0.3%
Shares
16 transactions
Others Institutions Holding IYG
# of Institutions
290Shares Held
14.1MCall Options Held
49KPut Options Held
35.5K-
River Front Investment Group, LLC Richmond, VA1.63MShares$144 Million2.93% of portfolio
-
Envestnet Asset Management Inc1.43MShares$126 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.09MShares$96.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY953KShares$84.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL562KShares$49.7 Million0.02% of portfolio