Atticus Wealth Management, LLC Ishares Tr Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 494 shares of IYJ stock, worth $70,809. This represents 0.02% of its overall portfolio holdings.

Number of Shares

494

Previous 313 57.83%

Holding current value

$70,809

Previous $37,000 78.38%

% of portfolio

0.02%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$118.32 - $133.67 $21,415 - $24,194	181 Added 57.83%	494 $66,000
Q4 2023 Jan 17, 2024	BUY	$95.31 - $114.66 $190 - $229	2 Added 0.64%	313 $35,000
Q3 2023 Nov 15, 2023	SELL	$100.31 - $109.74 $30,093 - $32,922	-300 Reduced 49.1%	311 $31,000
Q2 2023 Jul 20, 2023	BUY	$96.6 - $106.04 $96 - $106	1 Added 0.16%	611 $64,000
Q1 2023 Apr 17, 2023	BUY	$95.26 - $104.26 $95 - $104	1 Added 0.16%	610 $61,000
Q4 2022 Jan 31, 2023	BUY	$84.86 - $101.21 $169 - $202	2 Added 0.33%	609 $58,000
Q1 2022 Apr 15, 2022	BUY	$97.52 - $114.07 $97 - $114	1 Added 0.17%	607 $64,000
Q4 2021 Jan 26, 2022	BUY	$104.49 - $114.29 $208 - $228	2 Added 0.33%	606 $68,000
Q2 2021 Jul 21, 2021	BUY	$106.5 - $112.79 $16,081 - $17,031	151 Added 33.33%	604 $67,000
Q1 2021 Apr 15, 2021	BUY	$93.24 - $105.87 $13,986 - $15,880	150 Added 49.5%	453 $48,000
Q4 2020 Jan 20, 2021	BUY	$81.66 - $97.19 $12,330 - $14,675	151 Added 99.34%	303 $29,000
Q3 2020 Oct 21, 2020	BUY	$74.42 - $87.03 $74 - $87	1 Added 0.66%	152 $25,000
Q2 2020 Jul 15, 2020	BUY	$58.74 - $81.28 $58 - $81	1 Added 0.67%	151 $23,000
Q4 2019 Feb 03, 2020	BUY	$75.93 - $84.31 $11,389 - $12,646	150 New	150 $25,000

Others Institutions Holding IYJ

# of Institutions

318

Shares Held

6.08M

Call Options Held

29.4K

Put Options Held

View Full List

About ISHARES TR

Ticker IYJ
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Atticus Wealth Management, LLC Ishares Tr Transaction History