Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 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 91 shares of IYF stock, worth $9,380. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 91 -0.0%

Holding current value

$9,380

Previous $8,000 -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	$83.91 - $95.65 $7,635 - $8,704	91 New	91 $8,000

Others Institutions Holding IYF

# of Institutions

386

Shares Held

15.3M

Call Options Held

10.6K

Put Options Held

500

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.05M
Shares

$212 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.64M
Shares

$169 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.25M
Shares

$129 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$123 Million
1.81% of portfolio
Goldman Sachs Group Inc New York, NY

675K
Shares

$69.6 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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Wr Wealth Planners, LLC Ishares Tr Transaction History