Acg Wealth Ishares Tr Transaction History

Acg Wealth

$437 Million
Q3 2022

A detailed history of Acg Wealth transactions in Ishares Tr stock. As of the latest transaction made, Acg Wealth holds 3,771 shares of IYM stock, worth $505,540. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,771

Previous 3,795 0.63%

Holding current value

$505,540

Previous $447,000 8.72%

% of portfolio

0.09%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 03, 2022	SELL	$106.58 - $130.61 $2,557 - $3,134	-24 Reduced 0.63%	3,771 $408,000
Q1 2022 Apr 07, 2022	SELL	$128.72 - $151.73 $4,762 - $5,614	-37 Reduced 0.97%	3,795 $568,000
Q4 2021 Jan 18, 2022	SELL	$125.86 - $141.73 $37,632 - $42,377	-299 Reduced 7.24%	3,832 $537,000
Q3 2021 Nov 01, 2021	BUY	$122.85 - $135.99 $2,948 - $3,263	24 Added 0.58%	4,131 $515,000
Q2 2021 Aug 06, 2021	SELL	$126.01 - $141.25 $97,531 - $109,327	-774 Reduced 15.86%	4,107 $535,000
Q1 2021 May 03, 2021	SELL	$111.16 - $126.89 $444 - $507	-4 Reduced 0.08%	4,881 $613,000
Q4 2020 Feb 02, 2021	SELL	$95.24 - $113.41 $204,766 - $243,831	-2,150 Reduced 30.56%	4,885 $554,000
Q3 2020 Nov 12, 2020	SELL	$89.06 - $104.94 $356 - $419	-4 Reduced 0.06%	7,035 $695,000
Q2 2020 Oct 07, 2020	SELL	$65.8 - $95.31 $65,800 - $95,310	-1,000 Reduced 12.44%	7,039 $628,000
Q2 2019 Aug 06, 2019	SELL	$84.8 - $96.2 $32,987 - $37,421	-389 Reduced 4.62%	8,039 $764,000
Q1 2019 Apr 25, 2019	SELL	$82.06 - $93.91 $104,134 - $119,171	-1,269 Reduced 13.09%	8,428 $770,000
Q4 2018 Jan 14, 2019	BUY	$78.95 - $99.65 $236 - $298	3 Added 0.03%	9,697 $814,000
Q3 2018 Oct 09, 2018	BUY	$97.95 - $102.95 $97 - $102	1 Added 0.01%	9,694 $954,000
Q2 2018 Jul 26, 2018	SELL	$94.0 - $104.36 $2,256 - $2,504	-24 Reduced 0.25%	9,693 $960,000
Q1 2018 Apr 10, 2018	SELL	$94.17 - $108.05 $94,075 - $107,941	-999 Reduced 9.32%	9,717 $934,000
Q4 2017 Feb 08, 2018	BUY	$96.74 - $102.54 $2,611 - $2,768	27 Added 0.25%	10,716 $1.1 Million
Q3 2017 Nov 07, 2017	SELL	$95.26 - $95.84 $49,344 - $49,645	-518 Reduced 4.62%	10,689 $1.02 Million
Q2 2017 Aug 14, 2017	BUY	N/A	11,207	11,207 $1 Million

Others Institutions Holding IYM

# of Institutions

208

Shares Held

2.49M

Call Options Held

900

Put Options Held

200

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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