Detalus Advisors, LLC Ishares Tr Transaction History

Detalus Advisors, LLC

  • $269 Million
  • Q1 2024

A detailed history of Detalus Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Detalus Advisors, LLC holds 5,696 shares of IYE stock, worth $274,490. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,696
Previous 10,097 43.59%
Holding current value
$274,490
Previous $445,000 36.85%
% of portfolio
0.1%
Previous 0.18%

Shares

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

Apr 24, 2024
SELL
$41.9 - $49.4 $184,401 - $217,409
-4,401 Reduced 43.59%
5,696 $281,000
Q4 2023

Jan 24, 2024
BUY
$42.54 - $48.28 $429,526 - $487,483
10,097 New
10,097 $445,000
Q4 2022

Feb 09, 2023
SELL
$44.46 - $50.5 $82,206 - $93,374
-1,849 Reduced 5.63%
30,975 $1.44 Million
Q3 2022

Nov 04, 2022
BUY
$36.07 - $45.64 $1.18 Million - $1.5 Million
32,824 New
32,824 $1.29 Million

Others Institutions Holding IYE

# of Institutions
331
Shares Held
14.8M
Call Options Held
38.1K
Put Options Held
2.9K
View Full List

About ISHARES TR

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

Track Detalus Advisors, LLC Portfolio

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

News

Stay updated on Detalus Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email