Creative One Wealth, LLC Ishares Tr Transaction History

Creative One Wealth, LLC

  • $3 Billion
  • Q4 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 3,368 shares of IYJ stock, worth $434,808. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,368
Previous 3,351 0.51%
Holding current value
$434,808
Previous $447,000 0.45%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$132.97 - $143.93 $2,260 - $2,446
17 Added 0.51%
3,368 $449,000
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
341
Shares Held
6.53M
Call Options Held
35.9K
Put Options Held
11.8K
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email