Adell Harriman & Carpenter Inc Ishares Tr Transaction History

Adell Harriman & Carpenter Inc

  • $1.51 Trillion
  • Q2 2025

A detailed history of Adell Harriman & Carpenter Inc transactions in Ishares Tr stock. As of the latest transaction made, Adell Harriman & Carpenter Inc holds 1,587 shares of IYM stock, worth $235,225. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,587
Previous 1,587 -0.0%
Holding current value
$235,225
Previous $214 Million 3.86%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$128.53 - $142.03 $128,530 - $142,030
-1,000 Reduced 38.65%
1,587 $214 Million
Q2 2023

Aug 04, 2023
SELL
$120.69 - $133.93 $23,172 - $25,714
-192 Reduced 6.91%
2,587 $346 Million
Q2 2020

Aug 13, 2020
SELL
$65.8 - $95.31 $26,912 - $38,981
-409 Reduced 12.83%
2,779 $247,000
Q1 2020

May 07, 2020
SELL
$59.63 - $96.97 $56,171 - $91,345
-942 Reduced 22.81%
3,188 $220,000
Q4 2019

Feb 07, 2020
SELL
$87.15 - $97.94 $13,246 - $14,886
-152 Reduced 3.55%
4,130 $404,000
Q3 2019

Nov 08, 2019
BUY
$86.44 - $96.34 $370,136 - $412,527
4,282 New
4,282 $395,000

Others Institutions Holding IYM

# of Institutions
214
Shares Held
2.64M
Call Options Held
4.7K
Put Options Held
0
View Full List

About ISHARES TR

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

Track Adell Harriman & Carpenter Inc Portfolio

Follow Adell Harriman & Carpenter 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 Adell Harriman & Carpenter Inc, based on Form 13F filings with the SEC.

News

Stay updated on Adell Harriman & Carpenter Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email