Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 11,654 shares of IYE stock, worth $506,133. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,654

Previous 12,801 8.96%

Holding current value

$506,133

Previous $583,000 1.54%

% of portfolio

0.02%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$45.23 - $49.95 $51,878 - $57,292	-1,147 Reduced 8.96%	11,654 $574,000
Q4 2024 Jan 15, 2025	BUY	$43.93 - $51.37 $103,982 - $121,592	2,367 Added 22.69%	12,801 $583,000
Q3 2024 Oct 24, 2024	SELL	$44.44 - $49.18 $22,175 - $24,540	-499 Reduced 4.56%	10,434 $483,000
Q2 2024 Jul 29, 2024	BUY	$46.21 - $51.17 $174,766 - $193,524	3,782 Added 52.89%	10,933 $524,000
Q1 2024 Apr 30, 2024	BUY	$41.9 - $49.4 $10,516 - $12,399	251 Added 3.64%	7,151 $353,000
Q4 2023 Jan 24, 2024	SELL	$42.54 - $48.28 $22,333 - $25,347	-525 Reduced 7.07%	6,900 $304,000
Q3 2023 Oct 13, 2023	SELL	$41.76 - $48.97 $12,778 - $14,984	-306 Reduced 3.96%	7,425 $352,000
Q2 2023 Jul 26, 2023	BUY	$40.39 - $45.87 $8,118 - $9,219	201 Added 2.67%	7,731 $331,000
Q1 2023 May 02, 2023	SELL	$40.63 - $49.07 $19,583 - $23,651	-482 Reduced 6.02%	7,530 $329,000
Q4 2022 Jan 11, 2023	BUY	$41.43 - $50.5 $7,788 - $9,494	188 Added 2.4%	8,012 $0
Q3 2022 Oct 21, 2022	BUY	$36.07 - $45.64 $18,035 - $22,820	500 Added 6.83%	7,824 $308,000
Q2 2022 Jul 14, 2022	BUY	$37.64 - $48.83 $6,436 - $8,349	171 Added 2.39%	7,324 $279,000
Q1 2022 May 02, 2022	BUY	$31.0 - $42.12 $221,743 - $301,284	7,153 New	7,153 $293,000
Q4 2021 Feb 03, 2022	SELL	$28.79 - $32.36 $46,150 - $51,873	-1,603 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$24.81 - $29.6 $17,565 - $20,956	-708 Reduced 30.64%	1,603 $45,000
Q2 2021 Jul 28, 2021	BUY	$25.2 - $30.0 $35,809 - $42,630	1,421 Added 159.66%	2,311 $67,000
Q1 2021 Apr 26, 2021	BUY	$20.29 - $28.47 $14,405 - $20,213	710 Added 394.44%	890 $23,000
Q2 2020 Aug 10, 2020	BUY	$14.58 - $24.77 $2,624 - $4,458	180 New	180 $3.5 Million
Q1 2020 May 14, 2020	SELL	$12.58 - $32.54 $125 - $325	-10 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$29.95 - $32.92 $299 - $329	10 New	10 $0

Others Institutions Holding IYE

# of Institutions

339

Shares Held

14.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Ishares Tr Transaction History