Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 108 shares of IYE stock, worth $5,228. This represents 0.0% of its overall portfolio holdings.

Number of Shares
108
Previous 108 -0.0%
Holding current value
$5,228
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2024
SELL
$46.21 - $51.17 $3,234 - $3,581
-70 Reduced 39.33%
108 $5,000
Q1 2024

Apr 30, 2024
SELL
$41.9 - $49.4 $22,081 - $26,033
-527 Reduced 74.75%
178 $8,000
Q2 2023

Aug 07, 2023
BUY
$40.39 - $45.87 $14,863 - $16,880
368 Added 109.2%
705 $30,000
Q1 2023

Apr 26, 2023
SELL
$40.63 - $49.07 $14,951 - $18,057
-368 Reduced 52.2%
337 $14,000
Q4 2022

Jan 27, 2023
BUY
$41.43 - $50.5 $29,208 - $35,602
705 New
705 $32,000
Q2 2022

Aug 04, 2022
BUY
$37.64 - $48.83 $4,065 - $5,273
108 Added 5.02%
2,258 $86,000
Q1 2022

Apr 20, 2022
SELL
$31.0 - $42.12 $217 - $294
-7 Reduced 0.32%
2,150 $88,000
Q4 2021

Jan 21, 2022
BUY
$28.79 - $32.36 $62,100 - $69,800
2,157 New
2,157 $65,000

Others Institutions Holding IYE

# of Institutions
312
Shares Held
14.1M
Call Options Held
16.3K
Put Options Held
1.6K
View Full List

About ISHARES TR

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