A detailed history of Allworth Financial LP transactions in Ishares Tr stock. As of the latest transaction made, Allworth Financial LP holds 1,062 shares of IYF stock, worth $117,297. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,062 -0.0%
Holding current value
$117,297
Previous $100,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 13, 2023

SELL
$67.64 - $80.38 $22,591 - $26,846
-334 Reduced 23.93%
1,062 $0
Q3 2022

Oct 18, 2022

BUY
$67.55 - $79.83 $135 - $159
2 Added 0.14%
1,396 $94,000
Q3 2021

Nov 02, 2021

BUY
$79.17 - $85.45 $98,170 - $105,958
1,240 Added 805.19%
1,394 $115,000
Q4 2020

Jan 26, 2021

BUY
$55.06 - $66.77 $4,239 - $5,141
77 Added 100.0%
154 $10,000
Q4 2018

Feb 11, 2019

SELL
N/A
-4 Reduced 4.94%
77 $8,000
Q3 2018

Oct 30, 2018

BUY
N/A
4 Added 5.19%
81 $10,000
Q2 2017

Aug 07, 2017

BUY
N/A
77
77 $8,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.