Allworth Financial LP Ishares Tr Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Ishares Tr stock. As of the latest transaction made, Allworth Financial LP holds 5,242 shares of IYJ stock, worth $749,291. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,242

Previous 6,172 15.07%

Holding current value

$749,291

Previous $803,000 7.22%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$115.07 - $142.31 $107,015 - $132,348	-930 Reduced 15.07%	5,242 $745,000
Q1 2025 Apr 30, 2025	SELL	$127.48 - $142.0 $349,167 - $388,938	-2,739 Reduced 30.74%	6,172 $803,000
Q4 2024 Jan 30, 2025	BUY	$132.97 - $143.93 $1.15 Million - $1.24 Million	8,627 Added 3037.68%	8,911 $1.19 Million
Q2 2023 Jul 18, 2023	BUY	$96.6 - $106.04 $15,456 - $16,966	160 Added 129.03%	284 $30,000
Q4 2020 Jan 26, 2021	BUY	$81.66 - $97.19 $5,062 - $6,025	62 Added 100.0%	124 $12,000
Q2 2017 Aug 07, 2017	BUY	N/A	62	62 $8,000

Others Institutions Holding IYJ

# of Institutions

354

Shares Held

8.12M

Call Options Held

9.2K

Put Options Held

2.8K

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

Track This Portfolio

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.

Account

Allworth Financial LP Ishares Tr Transaction History