Foguth Wealth Management, Llc. Ishares Tr Transaction History

Foguth Wealth Management, Llc.

  • $382 Billion
  • Q4 2024

A detailed history of Foguth Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 1,960 shares of IYM stock, worth $270,852. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,960
Previous 2,368 17.23%
Holding current value
$270,852
Previous $350 Million 23.12%
% of portfolio
0.07%
Previous 0.13%

Shares

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

Jan 27, 2025
SELL
$129.15 - $153.25 $52,693 - $62,526
-408 Reduced 17.23%
1,960 $269 Million
Q3 2024

Oct 09, 2024
SELL
$136.13 - $151.64 $40,430 - $45,037
-297 Reduced 11.14%
2,368 $350 Million
Q2 2024

Jul 16, 2024
BUY
$140.01 - $149.03 $19,461 - $20,715
139 Added 5.5%
2,665 $373 Million
Q1 2024

Apr 17, 2024
BUY
$130.2 - $147.73 $328,885 - $373,165
2,526 New
2,526 $373 Million

Others Institutions Holding IYM

# of Institutions
209
Shares Held
2.5M
Call Options Held
3.9K
Put Options Held
100
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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