A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 5,743 shares of IYE stock, worth $288,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,743
Previous 4,921 16.7%
Holding current value
$288,930
Previous $236,000 12.71%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$44.44 - $49.18 $36,529 - $40,425
822 Added 16.7%
5,743 $266,000
Q2 2024

Jul 31, 2024

SELL
$46.21 - $51.17 $326,704 - $361,771
-7,070 Reduced 58.96%
4,921 $236,000
Q1 2024

May 15, 2024

BUY
$41.9 - $49.4 $494,168 - $582,623
11,794 Added 5986.8%
11,991 $592,000
Q3 2023

Nov 08, 2023

SELL
$41.76 - $48.97 $542 - $636
-13 Reduced 6.19%
197 $9,000
Q4 2022

Feb 13, 2023

BUY
$41.43 - $50.5 $538 - $656
13 Added 6.6%
210 $9,000
Q1 2022

May 04, 2022

SELL
$31.0 - $42.12 $9,362 - $12,720
-302 Reduced 60.52%
197 $8,000
Q4 2021

Feb 02, 2022

BUY
$28.79 - $32.36 $14,366 - $16,147
499 New
499 $15,000

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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