Transform Wealth, LLC Ishares Tr Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 9,178 shares of IYH stock, worth $586,107. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,178
Previous 10,317
11.04%
Holding current value
$586,107
Previous $638,000
11.91%
% of portfolio
0.04%
Previous 0.06%
Shares
21 transactions
Others Institutions Holding IYH
# of Institutions
533Shares Held
24MCall Options Held
30KPut Options Held
200-
Morgan Stanley New York, NY2.15MShares$137 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.54MShares$98.6 Million0.05% of portfolio
-
Ubs Group Ag1.48MShares$94.6 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.29MShares$82.6 Million0.02% of portfolio