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 $205,690. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,568
Previous 1,767 11.26%
Holding current value
$205,690
Previous $247,000 4.86%
% of portfolio
0.01%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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