Weaver Consulting Group Ishares Tr Transaction History

Weaver Consulting Group

$287 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$55.06 - $66.77 $2,587 - $3,138	-47 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$54.05 - $60.26 $1,621 - $1,807	30 Added 176.47%	47 $5,000
Q1 2019 Jun 19, 2019	BUY	N/A	17 New	17 $2,000

Others Institutions Holding IYF

# of Institutions

408

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$229 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$192 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$148 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$138 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$88.7 Million
0.07% of portfolio

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