A detailed history of Greenwich Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Greenwich Wealth Management LLC holds 5,367 shares of IYE stock, worth $275,702. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,367
Previous 5,367 -0.0%
Holding current value
$275,702
Previous $258,000 3.49%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024

BUY
$42.54 - $48.28 $1,233 - $1,400
29 Added 0.54%
5,367 $237,000
Q2 2023

Jul 31, 2023

BUY
$40.39 - $45.87 $928 - $1,055
23 Added 0.43%
5,338 $229,000
Q1 2023

Apr 24, 2023

SELL
$40.63 - $49.07 $325 - $392
-8 Reduced 0.15%
5,315 $233,000
Q4 2022

Feb 06, 2023

BUY
$41.43 - $50.5 $5,095 - $6,211
123 Added 2.37%
5,323 $247,000
Q3 2022

Nov 14, 2022

BUY
$36.07 - $45.64 $187,564 - $237,328
5,200 New
5,200 $204,000
Q2 2022

Aug 08, 2022

SELL
$37.64 - $48.83 $194,523 - $252,353
-5,168 Closed
0 $0
Q1 2022

May 11, 2022

BUY
$31.0 - $42.12 $160,208 - $217,676
5,168 New
5,168 $211,000

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
Track This Portfolio

Track Greenwich Wealth Management LLC Portfolio

Follow Greenwich 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 Greenwich Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenwich Wealth Management LLC with notifications on news.