A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 4,948 shares of IYJ stock, worth $660,162. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,948
Previous 4,869 1.62%
Holding current value
$660,162
Previous $612,000 3.59%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, 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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.