Wealth Preservation Advisors, LLC Ishares Tr Transaction History

Wealth Preservation Advisors, LLC

$140 Billion
Q1 2025

A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 165 shares of IYG stock, worth $12,820. This represents 0.01% of its overall portfolio holdings.

Number of Shares

165

Holding current value

$12,820

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$74.6 - $84.81 $12,308 - $13,993	165 New	165 $13 Million

Others Institutions Holding IYG

# of Institutions

286

Shares Held

14.1M

Call Options Held

47.1K

Put Options Held

21.3K

River Front Investment Group, LLC Richmond, VA

1.63M
Shares

$126 Million
2.93% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$111 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$84.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$74.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$43.6 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Preservation Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Preservation Advisors, LLC with notifications on news.

Account

Wealth Preservation Advisors, LLC Ishares Tr Transaction History