Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 6,218 shares of IYF stock, worth $694,488. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,218

Previous 5,818 6.88%

Holding current value

$694,488

Previous $604,000 13.74%

% of portfolio

0.04%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$102.7 - $119.05 $41,080 - $47,620	400 Added 6.88%	6,218 $687,000
Q3 2024 Oct 24, 2024	BUY	$93.83 - $105.05 $21,111 - $23,636	225 Added 4.02%	5,818 $604,000
Q2 2024 Jul 29, 2024	BUY	$89.39 - $96.85 $183,875 - $199,220	2,057 Added 58.17%	5,593 $528,000
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	$67.64 - $80.38 $21,103 - $25,078	312 Added 8.93%	3,805 $0
Q3 2022 Oct 21, 2022	BUY	$67.55 - $79.83 $25,196 - $29,776	373 Added 11.96%	3,493 $236,000
Q2 2022 Jul 14, 2022	SELL	$67.96 - $84.37 $10,533 - $13,077	-155 Reduced 4.73%	3,120 $218,000
Q1 2022 May 02, 2022	BUY	$78.62 - $91.32 $66,040 - $76,708	840 Added 34.5%	3,275 $277,000
Q4 2021 Feb 03, 2022	BUY	$83.02 - $90.24 $52,053 - $56,580	627 Added 34.68%	2,435 $211,000
Q3 2021 Oct 19, 2021	BUY	$79.17 - $85.45 $7,917 - $8,545	100 Added 5.85%	1,808 $149,000
Q2 2021 Jul 28, 2021	BUY	$75.91 - $83.61 $38,106 - $41,972	502 Added 41.63%	1,708 $138,000
Q1 2021 Apr 26, 2021	BUY	$65.2 - $76.35 $3,455 - $4,046	53 Added 4.6%	1,206 $90,000
Q4 2020 Feb 09, 2021	BUY	$55.06 - $66.77 $31,824 - $38,593	578 Added 100.52%	1,153 $77,000
Q3 2020 Nov 10, 2020	BUY	$54.05 - $60.26 $162 - $180	3 Added 0.52%	575 $67.6 Million
Q2 2020 Aug 10, 2020	BUY	$45.62 - $62.0 $23,768 - $32,302	521 Added 1021.57%	572 $63.7 Million
Q4 2019 Feb 14, 2020	BUY	$62.23 - $68.93 $3,173 - $3,515	51 New	51 $0

Others Institutions Holding IYF

# of Institutions

460

Shares Held

19.8M

Call Options Held

28.3K

Put Options Held

35.3K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Ishares Tr Transaction History