Foguth Wealth Management, Llc. Ishares Tr Transaction History

Foguth Wealth Management, Llc.

  • $275 Billion
  • Q3 2024

A detailed history of Foguth Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 2,368 shares of IYM stock, worth $310,634. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,368
Previous 2,665 11.14%
Holding current value
$310,634
Previous $373 Million 6.15%
% of portfolio
0.13%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$136.13 - $151.64 $40,430 - $45,037
-297 Reduced 11.14%
2,368 $350 Million
Q2 2024

Jul 16, 2024
BUY
$140.01 - $149.03 $19,461 - $20,715
139 Added 5.5%
2,665 $373 Million
Q1 2024

Apr 17, 2024
BUY
$130.2 - $147.73 $328,885 - $373,165
2,526 New
2,526 $373 Million

Others Institutions Holding IYM

# of Institutions
213
Shares Held
2.51M
Call Options Held
3.9K
Put Options Held
100
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 Foguth Wealth Management, Llc. Portfolio

Follow Foguth Wealth Management, 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 Foguth Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Foguth Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email