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 45 shares of IYF stock, worth $5,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,301

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$102.7 - $119.05 $4,621 - $5,357	45 New	45 $4,000
Q1 2024 Apr 30, 2024	SELL	$83.91 - $95.65 $503 - $573	-6 Closed	0 $0
Q2 2023 Aug 07, 2023	BUY	$68.91 - $74.74 $413 - $448	6 New	6 $0

Others Institutions Holding IYF

# of Institutions

423

Shares Held

18.2M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$234 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$196 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$151 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$141 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$90.6 Million
0.07% of portfolio

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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