Epg Wealth Management LLC Ishares Tr Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Epg Wealth Management LLC holds 50 shares of IYY stock, worth $7,312. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 0 Infinity%

Holding current value

$7,312

Previous $0 Infinity%

% of portfolio

0.0%

Previous 100.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$125.77 - $139.59 $6,288 - $6,979	50 New	50 $6.98 Million
Q2 2024 Aug 13, 2024	SELL	$120.85 - $132.7 $18,610 - $20,435	-154 Closed	0 $0
Q1 2024 May 14, 2024	SELL	$114.26 - $128.09 $11,426 - $12,809	-100 Reduced 39.37%	154 $19,000
Q4 2023 Feb 14, 2024	BUY	$99.95 - $116.88 $99 - $116	1 Added 0.4%	254 $29,000
Q3 2023 Nov 13, 2023	SELL	$103.92 - $112.08 $8,313 - $8,966	-80 Reduced 24.02%	253 $26,000
Q4 2022 Feb 14, 2023	BUY	$87.49 - $99.71 $87 - $99	1 Added 0.3%	333 $31,000
Q3 2022 Nov 15, 2022	BUY	$87.7 - $105.61 $29,116 - $35,062	332 New	332 $29,000
Q1 2022 May 10, 2022	SELL	$102.45 - $118.45 $33,910 - $39,206	-331 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$106.77 - $113.98 $35,340 - $37,727	331 New	331 $36,000
Q2 2020 Aug 06, 2020	SELL	$60.32 - $80.25 $6,152 - $8,185	-102 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$54.71 - $84.04 $5,580 - $8,572	102 New	102 $13,000

Others Institutions Holding IYY

# of Institutions

259

Shares Held

3.52M

Call Options Held

6.6K

Put Options Held

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

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Epg Wealth Management LLC Ishares Tr Transaction History