A detailed history of Caldwell Trust CO transactions in Ishares Tr stock. As of the latest transaction made, Caldwell Trust CO holds 170 shares of IYJ stock, worth $24,422. This represents 0.0% of its overall portfolio holdings.

Number of Shares
170
Previous 170 -0.0%
Holding current value
$24,422
Previous $24.2 Million 2.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Sep 22, 2025

BUY
$115.07 - $142.31 $19,561 - $24,192
170 New
170 $24.2 Million
Q2 2020

Oct 02, 2025

SELL
$58.74 - $81.28 $2,937 - $4,064
-50 Reduced 37.04%
85 $12.8 Million
Q1 2020

Oct 02, 2025

SELL
$52.08 - $87.1 $1,822 - $3,048
-35 Reduced 20.59%
135 $16.8 Million
Q4 2019

Oct 06, 2025

SELL
$75.93 - $84.31 $2,657 - $2,950
-35 Reduced 20.59%
135 $22.6 Million

Others Institutions Holding IYJ

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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