United Financial Planning Group LLC Ishares Tr Transaction History

United Financial Planning Group LLC

  • $159 Billion
  • Q3 2025

A detailed history of United Financial Planning Group LLC transactions in Ishares Tr stock. As of the latest transaction made, United Financial Planning Group LLC holds 276 shares of IYM stock, worth $40,221. This represents 0.04% of its overall portfolio holdings.

Number of Shares
276
Holding current value
$40,221
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$138.95 - $150.69 $38,350 - $41,590
276 New
276 $57 Million

Others Institutions Holding IYM

# of Institutions
212
Shares Held
2.43M
Call Options Held
4.7K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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