Wealthpoint, LLC Ishares Tr Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthpoint, LLC holds 1,297 shares of IYG stock, worth $97,158. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,297
Previous 1,297
-0.0%
Holding current value
$97,158
Previous $204,000
1.96%
% of portfolio
0.08%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding IYG
# of Institutions
273Shares Held
13.1MCall Options Held
13.1KPut Options Held
0-
River Front Investment Group, LLC Richmond, VA1.56MShares$117 Million2.83% of portfolio
-
Envestnet Asset Management Inc1.44MShares$108 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.14MShares$85.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY910KShares$68.2 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL562KShares$42.1 Million0.02% of portfolio