Ci Private Wealth, LLC Ishares Tr Transaction History

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 2,263 shares of IYJ stock, worth $306,794. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,263

Previous 4,608 50.89%

Holding current value

$306,794

Previous $615,000 50.89%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$132.97 - $143.93 $311,814 - $337,515	-2,345 Reduced 50.89%	2,263 $302,000
Q3 2024 Nov 12, 2024	SELL	$118.32 - $133.67 $40,228 - $45,447	-340 Reduced 6.87%	4,608 $615,000
Q2 2024 Aug 13, 2024	BUY	$119.1 - $125.05 $9,408 - $9,878	79 Added 1.62%	4,948 $590,000
Q1 2024 May 09, 2024	BUY	$111.23 - $125.71 $133,364 - $150,726	1,199 Added 32.67%	4,869 $612,000
Q4 2023 Feb 09, 2024	BUY	$95.31 - $114.66 $349,787 - $420,802	3,670 New	3,670 $419,000
Q2 2023 Aug 10, 2023	SELL	$96.6 - $106.04 $39,316 - $43,158	-407 Reduced 12.99%	2,725 $288,000
Q1 2023 May 15, 2023	BUY	$95.26 - $104.26 $298,354 - $326,542	3,132 New	3,132 $313,000

Others Institutions Holding IYJ

# of Institutions

338

Shares Held

6.59M

Call Options Held

35.9K

Put Options Held

11.8K

View Full List

About ISHARES TR

Ticker IYJ
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Ci Private Wealth, LLC Ishares Tr Transaction History