Fusion Family Wealth LLC Ishares Tr Transaction History

Fusion Family Wealth LLC

$1.08 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	$65.8 - $95.31 $4,935 - $7,148	-75 Closed	0 $0
Q1 2020 May 06, 2020	SELL	$59.63 - $96.97 $24,448 - $39,757	-410 Reduced 84.54%	75 $5,000
Q3 2019 Oct 31, 2019	SELL	$86.44 - $96.34 $1,728 - $1,926	-20 Reduced 3.96%	485 $45,000
Q1 2019 May 10, 2019	SELL	$82.06 - $93.91 $8,288 - $9,484	-101 Reduced 16.67%	505 $46,000
Q4 2018 Jan 18, 2019	SELL	$78.95 - $99.65 $15,000 - $18,933	-190 Reduced 23.87%	606 $51,000
Q3 2018 Nov 07, 2018	SELL	$97.95 - $102.95 $69,838 - $73,403	-713 Reduced 47.25%	796 $78,000
Q2 2018 Aug 03, 2018	SELL	$94.0 - $104.36 $6,204 - $6,887	-66 Reduced 4.19%	1,509 $149,000
Q1 2018 May 02, 2018	SELL	$94.17 - $108.05 $96,053 - $110,211	-1,020 Reduced 39.31%	1,575 $151,000
Q4 2017 Feb 06, 2018	SELL	$96.74 - $102.54 $74,006 - $78,443	-765 Reduced 22.77%	2,595 $265,000
Q3 2017 Oct 30, 2017	SELL	$95.26 - $95.84 $8,954 - $9,008	-94 Reduced 2.72%	3,360 $322,000
Q2 2017 Aug 07, 2017	BUY	N/A	3,454	3,454 $309,000

Others Institutions Holding IYM

# of Institutions

213

Shares Held

2.51M

Call Options Held

3.9K

Put Options Held

100

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

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