A detailed history of Endurance Wealth Management, Inc. transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 1,120 shares of IYZ stock, worth $30,553. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,120
Previous 1,160 3.45%
Holding current value
$30,553
Previous $27,000 7.41%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$20.98 - $23.09 $839 - $923
-40 Reduced 3.45%
1,120 $25,000
Q4 2022

Feb 01, 2023

SELL
$20.4 - $23.77 $8,976 - $10,458
-440 Reduced 27.5%
1,160 $26,000
Q3 2021

Oct 28, 2021

SELL
$32.45 - $34.78 $12,980 - $13,912
-400 Reduced 20.0%
1,600 $52,000
Q4 2020

Jan 15, 2021

SELL
$26.37 - $30.93 $10,732 - $12,588
-407 Reduced 16.91%
2,000 $60,000
Q3 2020

Oct 27, 2020

SELL
$26.63 - $29.5 $1,810 - $2,006
-68 Reduced 2.75%
2,407 $65,000
Q2 2020

Jul 14, 2020

SELL
$24.07 - $29.74 $2,407 - $2,974
-100 Reduced 3.88%
2,475 $68,000
Q1 2020

May 11, 2020

BUY
$22.65 - $30.78 $5,889 - $8,002
260 Added 11.23%
2,575 $64,000
Q3 2019

Oct 18, 2019

BUY
$27.65 - $30.64 $13,133 - $14,554
475 Added 25.82%
2,315 $68,000
Q3 2018

Oct 10, 2018

SELL
$27.56 - $30.08 $6,890 - $7,520
-250 Reduced 11.96%
1,840 $55,000
Q2 2018

Aug 02, 2018

SELL
$26.51 - $28.06 $3,976 - $4,209
-150 Reduced 6.7%
2,090 $58,000
Q4 2017

Jan 18, 2018

SELL
$27.56 - $31.9 $4,823 - $5,582
-175 Reduced 7.25%
2,240 $66,000
Q3 2017

Oct 19, 2017

BUY
$30.41 - $30.78 $73,440 - $74,333
2,415
2,415 $73,000

Others Institutions Holding IYZ

About ISHARES TR US TELECOMMUNICATIO


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

Track Endurance Wealth Management, Inc. Portfolio

Follow Endurance Wealth Management, Inc. 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 Endurance Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endurance Wealth Management, Inc. with notifications on news.