Wealthsource Partners, LLC Ishares Tr Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 44,303 shares of IYE stock, worth $2.1 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
44,303
Previous 15,291
189.73%
Holding current value
$2.1 Million
Previous $725,000
169.52%
% of portfolio
0.13%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding IYE
# of Institutions
329Shares Held
14.7MCall Options Held
17.4KPut Options Held
1.2K-
Morgan Stanley New York, NY2.03MShares$96 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.48MShares$70.2 Million1.61% of portfolio
-
Bank Of America Corp Charlotte, NC1.46MShares$69.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA989KShares$46.8 Million0.01% of portfolio
-
Ubs Group Ag619KShares$29.3 Million0.01% of portfolio