A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,122 shares of IYG stock, worth $74,052. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,122
Previous 615 82.44%
Holding current value
$74,052
Previous $110,000 32.73%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2024

BUY
$63.91 - $191.92 $32,402 - $97,303
507 Added 82.44%
1,122 $74,000
Q4 2023

Mar 07, 2024

BUY
$145.02 - $179.81 $89,187 - $110,583
615 New
615 $110,000
Q2 2023

Aug 11, 2023

SELL
$144.44 - $157.99 $52,576 - $57,508
-364 Reduced 25.76%
1,049 $165,000
Q1 2023

May 12, 2023

SELL
$145.23 - $176.24 $100,934 - $122,486
-695 Reduced 32.97%
1,413 $213,000
Q4 2022

Feb 14, 2023

SELL
$154.15 - $169.19 $77,383 - $84,933
-502 Reduced 19.23%
2,108 $332,000
Q2 2022

Oct 03, 2022

BUY
N/A
111 Added 4.44%
2,610 $435,000
Q1 2022

Oct 03, 2022

BUY
N/A
2,499 New
2,499 $417,000

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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