Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 101 shares of IYE stock, worth $4,958. This represents 0.0% of its overall portfolio holdings.

Number of Shares

101

Previous 101 -0.0%

Holding current value

$4,958

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$41.9 - $49.4 $4,231 - $4,989	101 New	101 $4,000

Others Institutions Holding IYE

# of Institutions

321

Shares Held

15M

Call Options Held

17.4K

Put Options Held

1.2K

Morgan Stanley New York, NY

2.03M
Shares

$99.6 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.48M
Shares

$72.8 Million
1.61% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$71.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

989K
Shares

$48.6 Million
0.01% of portfolio
Ubs Group Ag

619K
Shares

$30.4 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Ishares Tr Transaction History