Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,081 shares of IYF stock, worth $365,098. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,081
Previous 2,782 10.75%
Holding current value
$365,098
Previous $289 Million 25.24%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$102.7 - $119.05 $30,707 - $35,595
299 Added 10.75%
3,081 $362 Million
Q3 2024

Nov 05, 2024
BUY
$93.83 - $105.05 $93 - $105
1 Added 0.04%
2,782 $289 Million
Q2 2024

Aug 07, 2024
BUY
$89.39 - $96.85 $60,517 - $65,567
677 Added 32.18%
2,781 $263 Million
Q1 2024

May 13, 2024
BUY
$83.91 - $95.65 $176,546 - $201,247
2,104 New
2,104 $200 Million

Others Institutions Holding IYF

# of Institutions
455
Shares Held
19.8M
Call Options Held
33.7K
Put Options Held
30K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email