Allworth Financial LP Ishares Tr Transaction History

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025

A detailed history of Allworth Financial LP transactions in Ishares Tr stock. As of the latest transaction made, Allworth Financial LP holds 434 shares of IYM stock, worth $58,429. This represents 0.0% of its overall portfolio holdings.

Number of Shares
434
Previous 447 2.91%
Holding current value
$58,429
Previous $58,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 30, 2025
SELL
$128.53 - $142.03 $1,670 - $1,846
-13 Reduced 2.91%
434 $58,000
Q4 2024

Jan 30, 2025
BUY
$129.15 - $153.25 $5,295 - $6,283
41 Added 10.1%
447 $58,000
Q3 2024

Oct 23, 2024
SELL
$136.13 - $151.64 $36,074 - $40,184
-265 Reduced 39.49%
406 $60,000
Q2 2024

Jul 23, 2024
SELL
$140.01 - $149.03 $10,220 - $10,879
-73 Reduced 9.81%
671 $93,000
Q4 2023

Jan 24, 2024
SELL
$119.29 - $139.6 $23,022 - $26,942
-193 Reduced 20.6%
744 $102,000
Q2 2023

Jul 18, 2023
SELL
$120.69 - $133.93 $22,327 - $24,777
-185 Reduced 16.49%
937 $124,000
Q1 2023

Apr 18, 2023
BUY
$124.32 - $140.43 $124 - $140
1 Added 0.09%
1,122 $148,000
Q4 2022

Jan 13, 2023
SELL
$109.29 - $133.88 $15,628 - $19,144
-143 Reduced 11.31%
1,121 $0
Q3 2022

Oct 18, 2022
SELL
$106.58 - $130.61 $16,200 - $19,852
-152 Reduced 10.73%
1,264 $137,000
Q2 2022

Jul 13, 2022
SELL
$117.72 - $154.02 $38,729 - $50,672
-329 Reduced 18.85%
1,416 $167,000
Q1 2022

Apr 22, 2022
BUY
$128.72 - $151.73 $159,097 - $187,538
1,236 Added 242.83%
1,745 $261,000
Q4 2021

Jan 21, 2022
BUY
$125.86 - $141.73 $377 - $425
3 Added 0.59%
509 $71,000
Q3 2021

Nov 02, 2021
BUY
$122.85 - $135.99 $62,162 - $68,810
506 New
506 $63,000
Q4 2018

Feb 11, 2019
SELL
$78.95 - $99.65 $315 - $398
-4 Closed
0 $0
Q3 2018

Oct 30, 2018
BUY
$97.95 - $102.95 $391 - $411
4 New
4 $0

Others Institutions Holding IYM

# of Institutions
215
Shares Held
2.4M
Call Options Held
8.4K
Put Options Held
300
View Full List

About ISHARES TR

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