Circle Wealth Management, LLC Ishares Tr Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 14, 2020
SELL
$45.62 - $62.0 $661,490 - $899,000
-14,500 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$41.18 - $71.71 $597,110 - $1.04 Million
14,500 New
14,500 $1.41 Million

Others Institutions Holding IYF

# of Institutions
408
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email