Ferguson Wellman Capital Management, Inc Ishares Tr Transaction History

Ferguson Wellman Capital Management, Inc

  • $4.79 Billion
  • Q2 2024

A detailed history of Ferguson Wellman Capital Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 2,625 shares of IYF stock, worth $270,847. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,625
Previous 2,625 -0.0%
Holding current value
$270,847
Previous $251,000 1.2%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 09, 2024
SELL
$83.91 - $95.65 $7,971 - $9,086
-95 Reduced 3.49%
2,625 $251,000
Q4 2023

Jan 11, 2024
SELL
$70.7 - $85.68 $26,512 - $32,130
-375 Reduced 12.12%
2,720 $232,000
Q2 2023

Jul 11, 2023
SELL
$68.91 - $74.74 $39,003 - $42,302
-566 Reduced 15.46%
3,095 $230,000
Q1 2023

Apr 20, 2023
SELL
$68.23 - $82.05 $612,364 - $736,398
-8,975 Reduced 71.03%
3,661 $260,000
Q4 2022

Jan 13, 2023
BUY
$67.64 - $80.38 $854,699 - $1.02 Million
12,636 New
12,636 $954,000
Q2 2022

Jul 14, 2022
SELL
$67.96 - $84.37 $216,792 - $269,140
-3,190 Closed
0 $0
Q1 2021

Apr 26, 2021
SELL
$65.2 - $76.35 $97,800 - $114,524
-1,500 Reduced 31.98%
3,190 $239,000
Q4 2020

Feb 04, 2021
BUY
$55.06 - $66.77 $129,115 - $156,575
2,345 Added 100.0%
4,690 $313,000
Q3 2019

Oct 15, 2019
SELL
$64.16 - $65.19 $962 - $977
-15 Reduced 0.64%
2,345 $302,000
Q2 2019

Jul 16, 2019
SELL
N/A
-50 Reduced 2.07%
2,360 $296,000
Q1 2019

Apr 11, 2019
SELL
N/A
-7 Reduced 0.29%
2,410 $285,000
Q3 2018

Oct 25, 2018
BUY
N/A
87 Added 3.73%
2,417 $294,000
Q3 2017

Oct 11, 2017
BUY
N/A
2,330
2,330 $261,000

Others Institutions Holding IYF

# of Institutions
388
Shares Held
15.3M
Call Options Held
10.6K
Put Options Held
500
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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