Ferguson Wellman Capital Management, Inc Ishares Tr Transaction History

Ferguson Wellman Capital Management, Inc

  • $5.48 Billion
  • Q2 2025

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 3,445 shares of IYM stock, worth $491,325. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,445
Previous 3,945 12.67%
Holding current value
$491,325
Previous $531,000 9.23%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$116.16 - $140.01 $58,080 - $70,005
-500 Reduced 12.67%
3,445 $482,000
Q1 2025

Apr 15, 2025
SELL
$128.53 - $142.03 $37,916 - $41,898
-295 Reduced 6.96%
3,945 $531,000
Q1 2024

Apr 09, 2024
BUY
$130.2 - $147.73 $6,509 - $7,386
50 Added 1.19%
4,240 $626,000
Q4 2022

Jan 13, 2023
BUY
$109.29 - $133.88 $457,925 - $560,957
4,190 New
4,190 $523,000
Q4 2020

Feb 04, 2021
SELL
$95.24 - $113.41 $197,146 - $234,758
-2,070 Closed
0 $0
Q3 2020

Oct 13, 2020
BUY
$89.06 - $104.94 $184,354 - $217,225
2,070 New
2,070 $204,000
Q1 2020

Apr 21, 2020
SELL
$59.63 - $96.97 $347,046 - $564,365
-5,820 Closed
0 $0
Q3 2019

Oct 15, 2019
SELL
$86.44 - $96.34 $15,559 - $17,341
-180 Reduced 3.0%
5,820 $537,000
Q2 2019

Jul 16, 2019
SELL
$84.8 - $96.2 $329,024 - $373,256
-3,880 Reduced 39.27%
6,000 $570,000
Q1 2019

Apr 11, 2019
SELL
$82.06 - $93.91 $287,210 - $328,685
-3,500 Reduced 26.16%
9,880 $903,000
Q4 2018

Jan 16, 2019
BUY
$78.95 - $99.65 $1.06 Million - $1.33 Million
13,380 New
13,380 $1.12 Million

Others Institutions Holding IYM

# of Institutions
215
Shares Held
2.4M
Call Options Held
8.4K
Put Options Held
300
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
Track This Portfolio

Track Ferguson Wellman Capital Management, Inc Portfolio

Follow Ferguson Wellman Capital 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 Ferguson Wellman Capital Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ferguson Wellman Capital Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email