Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,445 shares of IYY stock, worth $212,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,445

Holding current value

$212,126

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$125.77 - $139.59 $181,737 - $201,707	1,445 New	1,445 $201,000

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

Morgan Stanley New York, NY

469K
Shares

$68.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49.3 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.6 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.7 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.5 Million
14.3% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

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Wealthspire Advisors, LLC Ishares Tr Transaction History