Wealth Management Associates, Inc. Ishares Tr Transaction History

Wealth Management Associates, Inc.

  • $257 Billion
  • Q2 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 6,951 shares of IYF stock, worth $866,025. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,951
Previous 6,755 2.9%
Holding current value
$866,025
Previous $762 Million 10.33%
% of portfolio
0.33%
Previous 0.33%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$99.23 - $120.99 $19,449 - $23,714
196 Added 2.9%
6,951 $841 Million
Q1 2025

May 28, 2025
BUY
$107.69 - $119.37 $50,398 - $55,865
468 Added 7.44%
6,755 $762 Million
Q4 2024

May 28, 2025
BUY
$102.7 - $119.05 $20,334 - $23,571
198 Added 3.25%
6,287 $695 Million
Q3 2024

May 28, 2025
BUY
$93.83 - $105.05 $12,385 - $13,866
132 Added 2.22%
6,089 $633 Million
Q1 2024

May 28, 2025
SELL
$83.91 - $95.65 $7,467 - $8,512
-89 Reduced 1.47%
5,957 $563 Million
Q4 2023

May 28, 2025
SELL
$70.7 - $85.68 $8,554 - $10,367
-121 Reduced 1.96%
6,046 $516 Million
Q3 2023

May 28, 2025
BUY
$73.99 - $79.98 $1,923 - $2,079
26 Added 0.42%
6,167 $461 Million
Q2 2023

May 28, 2025
SELL
$68.91 - $74.74 $136,855 - $148,433
-1,986 Reduced 24.44%
6,141 $458 Million
Q1 2023

May 28, 2025
SELL
$68.23 - $82.05 $5,390 - $6,481
-79 Reduced 0.96%
8,127 $578 Million
Q4 2022

May 28, 2025
BUY
$67.64 - $80.38 $17,992 - $21,381
266 Added 3.35%
8,206 $619 Million
Q3 2022

May 28, 2025
BUY
$67.55 - $79.83 $145,164 - $171,554
2,149 Added 37.11%
7,940 $536 Million
Q2 2022

May 28, 2025
SELL
$67.96 - $84.37 $8,970 - $11,136
-132 Reduced 2.23%
5,791 $405 Million
Q1 2022

May 28, 2025
BUY
$78.62 - $91.32 $43,476 - $50,499
553 Added 10.3%
5,923 $501 Million
Q4 2021

May 28, 2025
BUY
$83.02 - $90.24 $95,805 - $104,136
1,154 Added 27.37%
5,370 $466 Million
Q3 2021

May 28, 2025
BUY
$79.17 - $85.45 $103,237 - $111,426
1,304 Added 44.78%
4,216 $348 Million
Q2 2021

May 28, 2025
BUY
$75.91 - $83.61 $221,049 - $243,472
2,912 New
2,912 $236 Million

Others Institutions Holding IYF

# of Institutions
506
Shares Held
19.7M
Call Options Held
27.5K
Put Options Held
48.6K
View Full List

About ISHARES TR

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

Track Wealth Management Associates, Inc. Portfolio

Follow Wealth Management Associates, Inc. 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 Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email