Aspen Wealth Strategies, LLC Ishares Tr Transaction History

Aspen Wealth Strategies, LLC

  • $144 Billion
  • Q2 2024

A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 2,793 shares of IYM stock, worth $386,076. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,793
Previous 2,531 10.35%
Holding current value
$386,076
Previous $374 Million 8.85%
% of portfolio
0.28%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$140.01 - $149.03 $36,682 - $39,045
262 Added 10.35%
2,793 $407 Million
Q1 2024

May 13, 2024
SELL
$130.2 - $147.73 $37,497 - $42,546
-288 Reduced 10.22%
2,531 $374 Million
Q4 2023

Jan 30, 2024
BUY
$119.29 - $139.6 $4,175 - $4,886
35 Added 1.26%
2,819 $390 Million
Q3 2023

Nov 01, 2023
BUY
$124.84 - $138.68 $85,640 - $95,134
686 Added 32.7%
2,784 $352 Million
Q2 2023

Aug 02, 2023
BUY
$120.69 - $133.93 $253,207 - $280,985
2,098 New
2,098 $279 Million

Others Institutions Holding IYM

# of Institutions
216
Shares Held
2.92M
Call Options Held
5.2K
Put Options Held
0
View Full List

About ISHARES TR

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