Colonial Trust Advisors Ishares Tr Transaction History

Colonial Trust Advisors

  • $1.14 Billion
  • Q3 2024

A detailed history of Colonial Trust Advisors transactions in Ishares Tr stock. As of the latest transaction made, Colonial Trust Advisors holds 646 shares of IYF stock, worth $72,029. This represents 0.01% of its overall portfolio holdings.

Number of Shares
646
Previous 646 -0.0%
Holding current value
$72,029
Previous $61,000 9.84%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$89.39 - $96.85 $13,408 - $14,527
-150 Reduced 18.84%
646 $61,000
Q1 2024

May 13, 2024
SELL
$83.91 - $95.65 $6,628 - $7,556
-79 Reduced 9.03%
796 $76,000
Q4 2023

Feb 14, 2024
SELL
$70.7 - $85.68 $3,535 - $4,284
-50 Reduced 5.41%
875 $74,000
Q4 2022

Feb 14, 2023
BUY
$67.64 - $80.38 $62,567 - $74,351
925 New
925 $69,000

Others Institutions Holding IYF

# of Institutions
409
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 Colonial Trust Advisors Portfolio

Follow Colonial Trust Advisors 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 Colonial Trust Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email