Creative One Wealth, LLC Ishares Tr Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 3,351 shares of IYJ stock, worth $464,984. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,351
Holding current value
$464,984
% of portfolio
0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$118.32 - $133.67 $396,490 - $447,928
3,351 New
3,351 $447,000
Q1 2024

May 14, 2024
BUY
$111.23 - $125.71 $275,071 - $310,880
2,473 New
2,473 $311,000
Q2 2021

Aug 13, 2021
SELL
$106.5 - $112.79 $307,465 - $325,624
-2,887 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$93.24 - $105.87 $49,696 - $56,428
533 Added 22.64%
2,887 $305,000
Q4 2020

Feb 12, 2021
BUY
$81.66 - $97.19 $192,227 - $228,785
2,354 New
2,354 $229,000

Others Institutions Holding IYJ

# of Institutions
313
Shares Held
6.04M
Call Options Held
29.4K
Put Options Held
0
View Full List

About ISHARES TR

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