Vivaldi Capital Management LP Ishares Tr Transaction History

Vivaldi Capital Management LP

$653 Million
Q2 2025

A detailed history of Vivaldi Capital Management LP transactions in Ishares Tr stock. As of the latest transaction made, Vivaldi Capital Management LP holds 4,132 shares of IYJ stock, worth $593,603. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,132

Holding current value

$593,603

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$115.07 - $142.31 $475,469 - $588,024	4,132 New	4,132 $588,000

Others Institutions Holding IYJ

# of Institutions

347

Shares Held

8.1M

Call Options Held

9.2K

Put Options Held

2.8K

Laurel Wealth Advisors LLC Charlotte, NC

1.76M
Shares

$254 Million
0.18% of portfolio
Morgan Stanley New York, NY

837K
Shares

$120 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$88.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

437K
Shares

$62.8 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

341K
Shares

$49 Million
1.01% of portfolio

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About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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Vivaldi Capital Management LP Ishares Tr Transaction History