A detailed history of Swisher Financial Concepts, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 4,462 shares of IYG stock, worth $319,033. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,462
Previous 5,236 14.78%
Holding current value
$319,033
Previous $336,000 12.2%
% of portfolio
0.3%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$62.27 - $67.11 $48,196 - $51,943
-774 Reduced 14.78%
4,462 $295,000
Q1 2024

Apr 23, 2024

BUY
$63.91 - $191.92 $113,184 - $339,890
1,771 Added 51.11%
5,236 $336,000
Q4 2023

Feb 13, 2024

BUY
$145.02 - $179.81 $502,494 - $623,041
3,465 New
3,465 $620,000

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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