Vest Gen Advisors, LLC Ishares Tr Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 22,945 shares of IYG stock, worth $1.78 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

22,945

Holding current value

$1.78 Million

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$74.6 - $84.81 $1.71 Million - $1.95 Million	22,945 New	22,945 $1.8 Billion

Others Institutions Holding IYG

# of Institutions

286

Shares Held

14.1M

Call Options Held

47.1K

Put Options Held

21.3K

River Front Investment Group, LLC Richmond, VA

1.63M
Shares

$126 Million
2.93% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$111 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$84.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$74.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$43.6 Million
0.02% 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 Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Account

Vest Gen Advisors, LLC Ishares Tr Transaction History