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	$38.91 - $43.53 $1,089 - $1,218	-28 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$28.97 - $52.03 $57 - $104	2 Added 7.69%	28 $3,000
Q4 2019 Feb 14, 2020	BUY	$43.52 - $50.81 $1,131 - $1,321	26 New	26 $4,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

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