Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 1,568 shares of IYM stock, worth $226,623. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,568

Previous 1,767 11.26%

Holding current value

$226,623

Previous $247,000 4.86%

% of portfolio

0.01%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$136.13 - $151.64 $27,089 - $30,176	-199 Reduced 11.26%	1,568 $235,000
Q2 2024 Jul 29, 2024	BUY	$140.01 - $149.03 $247,397 - $263,336	1,767 New	1,767 $247,000
Q4 2022 Jan 11, 2023	BUY	$109.29 - $133.88 $5,245 - $6,426	48 Added 2.46%	2,003 $0
Q3 2022 Oct 21, 2022	SELL	$106.58 - $130.61 $9,805 - $12,016	-92 Reduced 4.49%	1,955 $211,000
Q2 2022 Jul 14, 2022	SELL	$117.72 - $154.02 $148,798 - $194,681	-1,264 Reduced 38.18%	2,047 $241,000
Q1 2022 May 02, 2022	BUY	$128.72 - $151.73 $173,385 - $204,380	1,347 Added 68.58%	3,311 $495,000
Q4 2021 Feb 03, 2022	BUY	$125.86 - $141.73 $110,882 - $124,864	881 Added 81.35%	1,964 $275,000
Q3 2021 Oct 19, 2021	BUY	$122.85 - $135.99 $12,776 - $14,142	104 Added 10.62%	1,083 $134,000
Q2 2021 Jul 28, 2021	BUY	$126.01 - $141.25 $63,887 - $71,613	507 Added 107.42%	979 $127,000
Q1 2021 Apr 26, 2021	BUY	$111.16 - $126.89 $34,126 - $38,955	307 Added 186.06%	472 $59,000
Q2 2020 Aug 10, 2020	SELL	$65.8 - $95.31 $104,753 - $151,733	-1,592 Reduced 90.61%	165 $15.5 Million
Q1 2020 May 14, 2020	BUY	$59.63 - $96.97 $477 - $775	8 Added 0.46%	1,757 $122 Million
Q4 2019 Feb 14, 2020	BUY	$87.15 - $97.94 $152,425 - $171,297	1,749 New	1,749 $171,000

Others Institutions Holding IYM

# of Institutions

211

Shares Held

2.51M

Call Options Held

3.9K

Put Options Held

100

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Arkadios Wealth Advisors Ishares Tr Transaction History