Transform Wealth, LLC Ishares Tr Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 13,461 shares of IYJ stock, worth $1.93 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,461Holding current value
$1.93 Million% of portfolio
0.11%Shares
4 transactions
Others Institutions Holding IYJ
# of Institutions
350Shares Held
8.08MCall Options Held
9.2KPut Options Held
2.8K-
Laurel Wealth Advisors LLC Charlotte, NC1.76MShares$254 Million0.18% of portfolio
-
Morgan Stanley New York, NY837KShares$120 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$88.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA437KShares$62.8 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ341KShares$49 Million1.01% of portfolio