Badgley Phelps Wealth Managers, LLC Ishares Tr Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Tr stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 5,436 shares of IYY stock, worth $775,554. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,436
Previous 4,510 20.53%
Holding current value
$775,554
Previous $596,000 27.18%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$125.77 - $139.59 $116,463 - $129,260
926 Added 20.53%
5,436 $758,000
Q1 2024

May 15, 2024
SELL
$114.26 - $128.09 $45,704 - $51,236
-400 Reduced 8.15%
4,510 $577,000
Q2 2022

Aug 01, 2022
SELL
$89.32 - $112.61 $21,436 - $27,026
-240 Reduced 4.66%
4,910 $453,000
Q3 2021

Nov 29, 2021
BUY
$106.77 - $113.98 $549,865 - $586,997
5,150 New
5,150 $556,000

Others Institutions Holding IYY

# of Institutions
254
Shares Held
3.49M
Call Options Held
6.6K
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, 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 Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email