Wealth Forward, LLC Ishares Tr Transaction History
Wealth Forward, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Forward, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Forward, LLC holds 3,165 shares of IYG stock, worth $277,823. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,165
Previous 3,165
-0.0%
Holding current value
$277,823
Previous $271 Million
4.72%
% of portfolio
0.16%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding IYG
# of Institutions
293Shares Held
14.3MCall Options Held
4.9KPut Options Held
10.2K-
River Front Investment Group, LLC Richmond, VA1.44MShares$126 Million2.36% of portfolio
-
Envestnet Asset Management Inc1.32MShares$116 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.08MShares$94.4 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.05MShares$92.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL562KShares$49.3 Million0.02% of portfolio