Valley National Advisers Inc Ishares Tr Transaction History

Valley National Advisers Inc

$554 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$28.97 - $52.03 $2,925 - $5,255	-101 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$45.33 - $46.53 $4,578 - $4,699	101 New	101 $14,000

Others Institutions Holding IYG

# of Institutions

289

Shares Held

14.2M

Call Options Held

49K

Put Options Held

35.5K

River Front Investment Group, LLC Richmond, VA

1.63M
Shares

$140 Million
2.93% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$123 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$93.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$82.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$48.5 Million
0.02% of portfolio

About ISHARES TR

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