A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 4,915 shares of IYY stock, worth $710,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,915
Previous 4,143 18.63%
Holding current value
$710,119
Previous $548,000 25.18%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$125.77 - $139.59 $97,094 - $107,763
772 Added 18.63%
4,915 $686,000
Q2 2024

Aug 13, 2024

BUY
$120.85 - $132.7 $11,964 - $13,137
99 Added 2.45%
4,143 $548,000
Q1 2024

May 09, 2024

SELL
$114.26 - $128.09 $34,163 - $38,298
-299 Reduced 6.88%
4,044 $517,000
Q4 2023

Feb 09, 2024

BUY
$99.95 - $116.88 $199 - $233
2 Added 0.05%
4,343 $506,000
Q2 2023

Aug 10, 2023

BUY
$98.55 - $108.33 $190,595 - $209,510
1,934 Added 80.35%
4,341 $470,000
Q1 2023

May 15, 2023

BUY
$92.74 - $102.46 $223,225 - $246,621
2,407 New
2,407 $240,000

Others Institutions Holding IYY

About ISHARES TR


  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ci Private Wealth, LLC with notifications on news.