A detailed history of Fort Point Capital Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 3,475 shares of IYF stock, worth $328,630. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,475
Previous 3,505 0.86%
Holding current value
$328,630
Previous $299,000 11.04%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 14, 2024

SELL
$83.91 - $95.65 $2,517 - $2,869
-30 Reduced 0.86%
3,475 $332,000
Q3 2023

Nov 08, 2023

SELL
$73.99 - $79.98 $3,699 - $3,999
-50 Reduced 1.41%
3,505 $262,000
Q2 2023

Aug 14, 2023

BUY
$68.91 - $74.74 $2,756 - $2,989
40 Added 1.14%
3,555 $265,000
Q1 2023

May 11, 2023

BUY
$68.23 - $82.05 $12,622 - $15,179
185 Added 5.56%
3,515 $250,000
Q4 2022

Feb 14, 2023

SELL
$73.74 - $80.38 $7,373 - $8,038
-100 Reduced 2.92%
3,330 $251,000
Q3 2022

Nov 09, 2022

BUY
N/A
300 Added 9.58%
3,430 $232,000
Q2 2022

Aug 15, 2022

BUY
N/A
300 Added 10.6%
3,130 $219,000
Q1 2022

May 13, 2022

BUY
N/A
2,830 New
2,830 $239,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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