A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 4,608 shares of IYJ stock, worth $622,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,608
Previous 4,948 6.87%
Holding current value
$622,402
Previous $590,000 4.24%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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