Wcg Wealth Advisors LLC Ishares Tr Transaction History

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 12,995 shares of IYH stock, worth $783,468. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,995

Holding current value

$783,468

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$60.83 - $309.78 $790,485 - $4.03 Million	12,995 New	12,995 $804,000

Others Institutions Holding IYH

# of Institutions

514

Shares Held

26.8M

Call Options Held

51.3K

Put Options Held

Morgan Stanley New York, NY

3.3M
Shares

$199 Million
0.02% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

2M
Shares

$120 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

1.77M
Shares

$106 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.53M
Shares

$92.3 Million
0.05% of portfolio
Ubs Group Ag

1.49M
Shares

$90.1 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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Wcg Wealth Advisors LLC Ishares Tr Transaction History