Stonebridge Financial Planning Group, LLC Ishares Tr Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 6,421 shares of IYM stock, worth $984,018. This represents 0.47% of its overall portfolio holdings.
Number of Shares
6,421
Previous 5,571
15.26%
Holding current value
$984,018
Previous $823,000
9.23%
% of portfolio
0.47%
Previous 0.45%
Shares
16 transactions
Others Institutions Holding IYM
# of Institutions
217Shares Held
2.91MCall Options Held
5.2KPut Options Held
0-
Citigroup Inc450KShares$69 Million0.04% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6308KShares$47.2 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ281KShares$43 Million0.89% of portfolio
-
Morgan Stanley New York, NY257KShares$39.4 Million0.0% of portfolio
-
Ubs Group Ag144KShares$22.1 Million0.01% of portfolio