Circle Wealth Management, LLC Ishares Tr Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

A detailed history of Circle Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Circle Wealth Management, LLC holds 294,600 shares of IYG stock, worth $24 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
294,600
Previous 294,600 -0.0%
Holding current value
$24 Million
Previous $19.2 Million 8.91%
% of portfolio
0.46%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$63.91 - $191.92 $12.6 Million - $37.7 Million
196,400 Added 200.0%
294,600 $19.5 Million
Q3 2023

Nov 14, 2023
BUY
$154.42 - $169.5 $15.2 Million - $16.6 Million
98,200 New
98,200 $15.2 Million

Others Institutions Holding IYG

# of Institutions
254
Shares Held
12.4M
Call Options Held
9.2K
Put Options Held
0
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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