Waypoint Wealth Counsel Ishares Tr Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,191 shares of IYF stock, worth $241,995. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,191
Previous 2,183
0.37%
Holding current value
$241,995
Previous $206 Million
10.25%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IYF
# of Institutions
409Shares Held
18MCall Options Held
19.7KPut Options Held
3.9K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.99MShares$220 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$184 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.28MShares$142 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$132 Million1.87% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6769KShares$85 Million0.07% of portfolio