Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$1.23 Billion
Q1 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	SELL	$100.31 - $109.74 $129,700 - $141,893	-1,293 Reduced 34.85%	2,417 $243,000
Q2 2023 Jul 26, 2023	SELL	$96.6 - $106.04 $79,791 - $87,589	-826 Reduced 18.21%	3,710 $393,000
Q1 2023 May 02, 2023	BUY	$95.26 - $104.26 $20,290 - $22,207	213 Added 4.93%	4,536 $454,000
Q4 2022 Jan 11, 2023	SELL	$90.36 - $101.21 $37,680 - $42,204	-417 Reduced 8.8%	4,323 $0
Q3 2022 Oct 21, 2022	SELL	$85.87 - $102.55 $402,987 - $481,267	-4,693 Reduced 49.75%	4,740 $397,000

Q2 2022 Jul 14, 2022	SELL	$86.15 - $105.81 $44,798 - $55,021	-520 Reduced 5.22%	9,433 $831,000
Q1 2022 May 02, 2022	BUY	$97.52 - $114.07 $617,984 - $722,861	6,337 Added 175.25%	9,953 $1.05 Million
Q4 2021 Feb 03, 2022	BUY	$104.49 - $114.29 $28,107 - $30,744	269 Added 8.04%	3,616 $408,000
Q3 2021 Oct 19, 2021	BUY	$107.16 - $114.98 $428 - $459	4 Added 0.12%	3,347 $358,000
Q2 2021 Jul 28, 2021	BUY	$106.5 - $112.79 $64,326 - $68,125	604 Added 22.05%	3,343 $371,000
Q1 2021 Apr 26, 2021	BUY	$93.24 - $105.87 $30,396 - $34,513	326 Added 13.51%	2,739 $289,000
Q4 2020 Feb 09, 2021	BUY	$81.66 - $97.19 $98,645 - $117,405	1,208 Added 100.25%	2,413 $234,000
Q3 2020 Nov 10, 2020	SELL	$74.42 - $87.03 $16,297 - $19,059	-219 Reduced 15.38%	1,205 $213 Million
Q2 2020 Aug 10, 2020	SELL	$58.74 - $81.28 $61,383 - $84,937	-1,045 Reduced 42.32%	1,424 $217 Million
Q1 2020 May 14, 2020	SELL	$52.08 - $87.1 $364 - $609	-7 Reduced 0.28%	2,469 $307 Million
Q4 2019 Feb 14, 2020	BUY	$75.93 - $84.31 $188,002 - $208,751	2,476 New	2,476 $207,000

Others Institutions Holding IYJ

# of Institutions

316

Shares Held

6.18M

Call Options Held

3.6K

Put Options Held

9.8K

About ISHARES TR

Ticker IYJ
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