A detailed history of Atticus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 270 shares of IYF stock, worth $31,787. This represents 0.01% of its overall portfolio holdings.

Number of Shares
270
Previous 270 -0.0%
Holding current value
$31,787
Previous $25,000 12.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 17, 2024

BUY
$89.39 - $96.85 $89 - $96
1 Added 0.37%
270 $25,000
Q4 2023

Jan 17, 2024

BUY
$70.7 - $85.68 $212 - $257
3 Added 1.13%
269 $22,000
Q2 2023

Jul 20, 2023

BUY
$68.91 - $74.74 $68 - $74
1 Added 0.38%
266 $19,000
Q1 2023

Apr 17, 2023

BUY
$68.23 - $82.05 $68 - $82
1 Added 0.38%
265 $18,000
Q4 2022

Jan 31, 2023

BUY
$67.64 - $80.38 $202 - $241
3 Added 1.15%
264 $19,000
Q2 2022

Jul 13, 2022

BUY
$67.96 - $84.37 $67 - $84
1 Added 0.38%
261 $18,000
Q1 2022

Apr 15, 2022

BUY
$78.62 - $91.32 $78 - $91
1 Added 0.39%
260 $22,000
Q4 2021

Jan 26, 2022

BUY
$83.02 - $90.24 $166 - $180
2 Added 0.78%
259 $22,000
Q2 2021

Jul 21, 2021

BUY
$75.91 - $83.61 $151 - $167
2 Added 0.78%
257 $21,000
Q4 2020

Jan 20, 2021

BUY
$55.06 - $66.77 $7,047 - $8,546
128 Added 100.79%
255 $17,000
Q3 2020

Oct 21, 2020

BUY
$54.05 - $60.26 $54 - $60
1 Added 0.79%
127 $14,000
Q2 2020

Jul 15, 2020

BUY
$45.62 - $62.0 $45 - $62
1 Added 0.8%
126 $14,000
Q4 2019

Feb 03, 2020

BUY
$62.23 - $68.93 $7,778 - $8,616
125 New
125 $17,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.