Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 466,164 shares of IEI (ISHARES TR), worth $55.6M as of 2025-Q4. The position was increased (++1.5% shares). IEI represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$55.6M
Current Shares
466,164
Total Value Change
+$43.4M
Total Shares Change
+360,523
Other major holders of IEI: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, BANQUE PICTET & CIE SA, JPMORGAN CHASE & CO
Increased |
| 466,164 |
+1.5% |
| $55.6M |
| 0.5% |
| $119.19 |
36 |
| 2025-Q3 | Decreased | 459,418 | -0.5% | $54.9M | 0.5% | $117.68 | 0 |
| 2025-Q2 | Decreased | 461,771 | -1.7% | $55M | 0.6% | $116.05 | 0 |
| 2025-Q1 | Increased | 469,774 | +182.5% | $55.5M | 0.7% | $114.21 | 67 |
| 2024-Q4 | Increased | 166,281 | +47.0% | $19.2M | 0.3% | $111.23 | 46 |
| 2024-Q3 | Increased | 113,126 | +7.1% | $13.5M | 0.2% | $114.20 | 36 |
| 2024-Q2 | Decreased | 105,641 | -2.9% | $12.2M | 0.2% | $109.08 | 0 |