Woodley Farra Manion Portfolio Management Inc Ishares Tr Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.96 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 05, 2020	SELL	$15.96 - $20.59 $1,500 - $1,935	-94 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$12.58 - $32.54 $201 - $520	16 Added 20.51%	94 $1,000
Q4 2019 Feb 14, 2020	BUY	$29.95 - $32.92 $2,336 - $2,567	78 New	78 $3,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$88.9 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$62.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.2 Million
0.0% of portfolio

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About ISHARES TR

Ticker IYE
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