Wbh Advisory Inc Ishares Tr Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Ishares Tr stock. As of the latest transaction made, Wbh Advisory Inc holds 1,500 shares of IYY stock, worth $245,805. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,500

Previous 1,500 -0.0%

Holding current value

$245,805

Previous $204,000 10.78%

% of portfolio

0.02%

Previous 0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$125.77 - $139.59 $188,655 - $209,385	1,500 New	1,500 $209,000

Others Institutions Holding IYY

# of Institutions

286

Shares Held

3.66M

Call Options Held

4.5K

Put Options Held

100

Morgan Stanley New York, NY

447K
Shares

$73.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

328K
Shares

$53.8 Million
0.02% of portfolio
Savant Capital, LLC

157K
Shares

$25.7 Million
0.15% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

147K
Shares

$24.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

135K
Shares

$22.1 Million
0.0% of portfolio

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About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

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