Guardian Wealth Advisors, LLC Ishares Tr Transaction History

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 20 shares of IYM stock, worth $2,754. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 20 -0.0%

Holding current value

$2,754

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$140.01 - $149.03 $40,182 - $42,771	-287 Reduced 93.49%	20 $2,000
Q1 2024 May 15, 2024	SELL	$130.2 - $147.73 $12,108 - $13,738	-93 Reduced 23.25%	307 $45,000
Q4 2023 Feb 14, 2024	SELL	$119.29 - $139.6 $19,921 - $23,313	-167 Reduced 29.45%	400 $55,000
Q3 2023 Nov 14, 2023	SELL	$124.84 - $138.68 $11,235 - $12,481	-90 Reduced 13.7%	567 $71,000
Q3 2022 Nov 14, 2022	SELL	$106.58 - $130.61 $1,065 - $1,306	-10 Reduced 1.5%	657 $71,000
Q2 2022 Aug 15, 2022	BUY	$117.72 - $154.02 $4,120 - $5,390	35 Added 5.54%	667 $79,000
Q1 2022 May 16, 2022	SELL	$128.72 - $151.73 $5,792 - $6,827	-45 Reduced 6.65%	632 $95,000
Q4 2021 May 16, 2022	BUY	$125.86 - $141.73 $85,207 - $95,951	677 New	677 $95,000

Others Institutions Holding IYM

# of Institutions

215

Shares Held

2.4M

Call Options Held

8.4K

Put Options Held

300

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Guardian Wealth Advisors, LLC Ishares Tr Transaction History