Zhang Financial LLC Ishares Tr Transaction History

Zhang Financial LLC

$2.13 Billion
Q2 2025

A detailed history of Zhang Financial LLC transactions in Ishares Tr stock. As of the latest transaction made, Zhang Financial LLC holds 1,654 shares of IYJ stock, worth $242,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,654

Holding current value

$242,939

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 01, 2025	BUY	$115.07 - $142.31 $190,325 - $235,380	1,654 New	1,654 $235,000

Others Institutions Holding IYJ

# of Institutions

352

Shares Held

8.08M

Call Options Held

9.2K

Put Options Held

2.8K

Laurel Wealth Advisors LLC Charlotte, NC

1.76M
Shares

$259 Million
0.18% of portfolio
Morgan Stanley New York, NY

837K
Shares

$123 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$90.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

437K
Shares

$64.2 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

341K
Shares

$50.1 Million
1.01% of portfolio

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About ISHARES TR

Ticker IYJ
Sector ETFs
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