Unique Wealth, LLC Ishares Tr Transaction History

Unique Wealth, LLC

$716 Billion
Q4 2025

A detailed history of Unique Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Unique Wealth, LLC holds 59,817 shares of IYG stock, worth $5.25 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

59,817

Holding current value

$5.25 Million

% of portfolio

0.77%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 06, 2026	BUY	$86.19 - $90.17 $5.16 Million - $5.39 Million	59,817 New	59,817 $5.52 Billion

Others Institutions Holding IYG

# of Institutions

297

Shares Held

15M

Call Options Held

4.9K

Put Options Held

10.2K

River Front Investment Group, LLC Richmond, VA

1.44M
Shares

$126 Million
2.36% of portfolio
Envestnet Asset Management Inc

1.32M
Shares

$116 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$94.4 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.05M
Shares

$92.3 Million
0.01% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

576K
Shares

$50.6 Million
0.97% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Unique Wealth, LLC with notifications on news.

Account