A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 3,536 shares of IYF stock, worth $334,399. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,536
Previous 3,799 6.92%
Holding current value
$334,399
Previous $324,000 4.32%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$83.91 - $95.65 $22,068 - $25,155
-263 Reduced 6.92%
3,536 $338,000
Q4 2023

Jan 24, 2024

SELL
$70.7 - $85.68 $777 - $942
-11 Reduced 0.29%
3,799 $324,000
Q3 2023

Oct 13, 2023

BUY
$73.99 - $79.98 $64,741 - $69,982
875 Added 29.81%
3,810 $284,000
Q2 2023

Jul 26, 2023

BUY
$68.91 - $74.74 $202,250 - $219,361
2,935 New
2,935 $218,000
Q4 2022

Jan 11, 2023

BUY
$73.74 - $80.38 $23,006 - $25,078
312 Added 8.93%
3,805 $0
Q3 2022

Oct 21, 2022

BUY
N/A
373 Added 11.96%
3,493 $236,000
Q2 2022

Jul 14, 2022

SELL
N/A
-155 Reduced 4.73%
3,120 $218,000
Q1 2022

May 02, 2022

BUY
N/A
840 Added 34.5%
3,275 $277,000
Q4 2021

Feb 03, 2022

BUY
N/A
627 Added 34.68%
2,435 $211,000
Q3 2021

Oct 19, 2021

BUY
N/A
100 Added 5.85%
1,808 $149,000
Q2 2021

Jul 28, 2021

BUY
N/A
502 Added 41.63%
1,708 $138,000
Q1 2021

Apr 26, 2021

BUY
N/A
53 Added 4.6%
1,206 $90,000
Q4 2020

Feb 09, 2021

BUY
N/A
578 Added 100.52%
1,153 $77,000
Q3 2020

Nov 10, 2020

BUY
N/A
3 Added 0.52%
575 $67.6 Million
Q2 2020

Aug 10, 2020

BUY
N/A
521 Added 1021.57%
572 $63.7 Million
Q4 2019

Feb 14, 2020

BUY
N/A
51 New
51 $0

Others Institutions Holding IYF

About ISHARES TR


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

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.