Waypoint Wealth Counsel Ishares Tr Transaction History
Waypoint Wealth Counsel
- $131 Billion
- Q2 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,183 shares of IYF stock, worth $225,241. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,183
Previous 2,176
0.32%
Holding current value
$225,241
Previous $208 Million
0.81%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding IYF
# of Institutions
388Shares Held
15.3MCall Options Held
10.6KPut Options Held
500-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.05MShares$212 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$169 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.25MShares$129 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$123 Million1.81% of portfolio
-
Goldman Sachs Group Inc New York, NY675KShares$69.7 Million0.01% of portfolio