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 $13,990. This represents 0.01% of its overall portfolio holdings.

Number of Shares

165

Holding current value

$13,990

% 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

289

Shares Held

14.2M

Call Options Held

49K

Put Options Held

35.5K

River Front Investment Group, LLC Richmond, VA

1.63M
Shares

$138 Million
2.93% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$121 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$92.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$80.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$47.6 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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Wealth Preservation Advisors, LLC Ishares Tr Transaction History