Wealth Shield Partners, LLC Ishares Tr Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 05, 2018	SELL	N/A	-4 Closed	0 $0
Q4 2017 Apr 18, 2018	BUY	N/A	4	4 $1,000

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

0

Morgan Stanley New York, NY

469K
Shares

$67.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$48.5 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.2 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.3 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.2 Million
14.3% of portfolio

About ISHARES TR

Ticker IYY
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