A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 4,915 shares of IYY stock, worth $721,128. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,915
Previous 4,143 18.63%
Holding current value
$721,128
Previous $548,000 25.18%
% 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

BUY
$125.77 - $139.59 $97,094 - $107,763
772 Added 18.63%
4,915 $686,000
Q2 2024

Aug 13, 2024

BUY
$120.85 - $132.7 $11,964 - $13,137
99 Added 2.45%
4,143 $548,000
Q1 2024

May 09, 2024

SELL
$114.26 - $128.09 $34,163 - $38,298
-299 Reduced 6.88%
4,044 $517,000
Q4 2023

Feb 09, 2024

BUY
$99.95 - $116.88 $199 - $233
2 Added 0.05%
4,343 $506,000
Q2 2023

Aug 10, 2023

BUY
$98.55 - $108.33 $190,595 - $209,510
1,934 Added 80.35%
4,341 $470,000
Q1 2023

May 15, 2023

BUY
$92.74 - $102.46 $223,225 - $246,621
2,407 New
2,407 $240,000

Others Institutions Holding IYY

About ISHARES TR


  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
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