A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 244,799 shares of IYE stock, worth $11.8 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
244,799
Previous 252,677 3.12%
Holding current value
$11.8 Million
Previous $11.1 Million 8.48%
% of portfolio
0.27%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$41.9 - $49.4 $330,088 - $389,173
-7,878 Reduced 3.12%
244,799 $12.1 Million
Q4 2023

Jan 29, 2024

BUY
$42.54 - $48.28 $10.7 Million - $12.2 Million
252,677 New
252,677 $11.1 Million

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group 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 Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.