Gladstone Institutional Advisory LLC Ishares Tr Transaction History

Gladstone Institutional Advisory LLC

$2.5 Billion
Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 1,571 shares of IYY stock, worth $256,528. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,571

Previous 1,645 4.5%

Holding current value

$256,528

Previous $223,000 14.35%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$150.75 - $162.82 $11,155 - $12,048	-74 Reduced 4.5%	1,571 $255,000
Q1 2025 May 15, 2025	SELL	$134.05 - $149.75 $6,702 - $7,487	-50 Reduced 2.95%	1,645 $223,000
Q4 2024 Jan 29, 2025	SELL	$138.14 - $149.13 $11,741 - $12,676	-85 Reduced 4.78%	1,695 $242,000
Q3 2024 Oct 28, 2024	SELL	$125.77 - $139.59 $5,030 - $5,583	-40 Reduced 2.2%	1,780 $248,000
Q2 2024 Aug 02, 2024	SELL	$120.85 - $132.7 $42,297 - $46,444	-350 Reduced 16.13%	1,820 $240,000

Q1 2024 May 14, 2024	SELL	$114.26 - $128.09 $45,246 - $50,723	-396 Reduced 15.43%	2,170 $277,000
Q4 2023 Feb 09, 2024	BUY	$99.95 - $116.88 $49,575 - $57,972	496 Added 23.96%	2,566 $299,000
Q3 2023 Nov 13, 2023	BUY	$103.92 - $112.08 $215,114 - $232,005	2,070 New	2,070 $216,000

Others Institutions Holding IYY

# of Institutions

292

Shares Held

3.74M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Account

Gladstone Institutional Advisory LLC Ishares Tr Transaction History