Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,883 shares of IYG stock, worth $165,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,883

Holding current value

$165,289

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$85.16 - $90.57 $160,356 - $170,543	1,883 New	1,883 $168,000

Others Institutions Holding IYG

# of Institutions

296

Shares Held

15M

Call Options Held

4.9K

Put Options Held

10.2K

River Front Investment Group, LLC Richmond, VA

1.44M
Shares

$126 Million
2.36% of portfolio
Envestnet Asset Management Inc

1.32M
Shares

$116 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$94.4 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.05M
Shares

$92.3 Million
0.01% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

576K
Shares

$50.6 Million
0.97% of portfolio

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About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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Wealthspire Advisors, LLC Ishares Tr Transaction History