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 12,801 shares of IYE stock, worth $622,768. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,801

Previous 10,434 22.69%

Holding current value

$622,768

Previous $483,000 20.7%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$43.93 - $51.37 $103,982 - $121,592	2,367 Added 22.69%	12,801 $583,000
Q3 2024 Oct 24, 2024	SELL	$44.44 - $49.18 $22,175 - $24,540	-499 Reduced 4.56%	10,434 $483,000
Q2 2024 Jul 29, 2024	BUY	$46.21 - $51.17 $174,766 - $193,524	3,782 Added 52.89%	10,933 $524,000
Q1 2024 Apr 30, 2024	BUY	$41.9 - $49.4 $10,516 - $12,399	251 Added 3.64%	7,151 $353,000
Q4 2023 Jan 24, 2024	SELL	$42.54 - $48.28 $22,333 - $25,347	-525 Reduced 7.07%	6,900 $304,000
Q3 2023 Oct 13, 2023	SELL	$41.76 - $48.97 $12,778 - $14,984	-306 Reduced 3.96%	7,425 $352,000
Q2 2023 Jul 26, 2023	BUY	$40.39 - $45.87 $8,118 - $9,219	201 Added 2.67%	7,731 $331,000
Q1 2023 May 02, 2023	SELL	$40.63 - $49.07 $19,583 - $23,651	-482 Reduced 6.02%	7,530 $329,000
Q4 2022 Jan 11, 2023	BUY	$41.43 - $50.5 $7,788 - $9,494	188 Added 2.4%	8,012 $0
Q3 2022 Oct 21, 2022	BUY	$36.07 - $45.64 $18,035 - $22,820	500 Added 6.83%	7,824 $308,000
Q2 2022 Jul 14, 2022	BUY	$37.64 - $48.83 $6,436 - $8,349	171 Added 2.39%	7,324 $279,000
Q1 2022 May 02, 2022	BUY	$31.0 - $42.12 $221,743 - $301,284	7,153 New	7,153 $293,000
Q4 2021 Feb 03, 2022	SELL	$28.79 - $32.36 $46,150 - $51,873	-1,603 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$24.81 - $29.6 $17,565 - $20,956	-708 Reduced 30.64%	1,603 $45,000
Q2 2021 Jul 28, 2021	BUY	$25.2 - $30.0 $35,809 - $42,630	1,421 Added 159.66%	2,311 $67,000
Q1 2021 Apr 26, 2021	BUY	$20.29 - $28.47 $14,405 - $20,213	710 Added 394.44%	890 $23,000
Q2 2020 Aug 10, 2020	BUY	$14.58 - $24.77 $2,624 - $4,458	180 New	180 $3.5 Million
Q1 2020 May 14, 2020	SELL	$12.58 - $32.54 $125 - $325	-10 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$29.95 - $32.92 $299 - $329	10 New	10 $0

Others Institutions Holding IYE

# of Institutions

311

Shares Held

14.2M

Call Options Held

16.3K

Put Options Held

1.6K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Ishares Tr Transaction History