Ci Private Wealth, LLC Ishares Tr Transaction History

Ci Private Wealth, LLC

$69.4 Billion
Q3 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 4,608 shares of IYJ stock, worth $648,668. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,608

Previous 4,948 6.87%

Holding current value

$648,668

Previous $590,000 4.24%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

319

Shares Held

6.25M

Call Options Held

29.4K

Put Options Held

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

Track This Portfolio

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.

Account

Ci Private Wealth, LLC Ishares Tr Transaction History