New Wave Wealth Advisors LLC Ishares Tr Transaction History

New Wave Wealth Advisors LLC

  • $273 Billion
  • Q4 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 4,800 shares of IYY stock, worth $783,792. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,800
Previous 4,800 -0.0%
Holding current value
$783,792
Previous $780 Million 2.05%
% of portfolio
0.29%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$150.75 - $162.82 $496,118 - $535,840
-3,291 Reduced 40.67%
4,800 $780 Million
Q1 2025

Apr 25, 2025
SELL
$134.05 - $149.75 $134,854 - $150,648
-1,006 Reduced 11.06%
8,091 $1.1 Billion
Q2 2024

Aug 27, 2024
BUY
$120.85 - $132.7 $1.1 Million - $1.21 Million
9,097 New
9,097 $1.2 Billion

Others Institutions Holding IYY

# of Institutions
293
Shares Held
3.84M
Call Options Held
6K
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
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