A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 14,461 shares of IYJ stock, worth $1.95 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,461
Previous 13,557 6.67%
Holding current value
$1.95 Million
Previous $1.62 Million 19.39%
% of portfolio
0.06%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$118.32 - $133.67 $106,961 - $120,837
904 Added 6.67%
14,461 $1.93 Million
Q2 2024

Aug 14, 2024

BUY
$119.1 - $125.05 $70,388 - $73,904
591 Added 4.56%
13,557 $1.62 Million
Q1 2024

May 15, 2024

BUY
$111.23 - $125.71 $179,858 - $203,273
1,617 Added 14.25%
12,966 $1.63 Million
Q4 2023

Feb 14, 2024

BUY
$95.31 - $114.66 $435,376 - $523,766
4,568 Added 67.36%
11,349 $1.3 Million
Q3 2023

Nov 14, 2023

BUY
$100.31 - $109.74 $11,435 - $12,510
114 Added 1.71%
6,781 $684,000
Q2 2023

Aug 14, 2023

SELL
$96.6 - $106.04 $449,576 - $493,510
-4,654 Reduced 41.11%
6,667 $706,000
Q1 2023

May 15, 2023

BUY
$95.26 - $104.26 $425,145 - $465,312
4,463 Added 65.08%
11,321 $1.13 Million
Q4 2022

Feb 14, 2023

SELL
$84.86 - $101.21 $409,619 - $488,540
-4,827 Reduced 41.31%
6,858 $661,000
Q3 2022

Nov 22, 2022

BUY
$83.78 - $102.55 $369,637 - $452,450
4,412 Added 60.66%
11,685 $979,000
Q2 2022

Aug 15, 2022

BUY
$86.15 - $105.81 $344 - $423
4 Added 0.06%
7,273 $641,000
Q1 2022

May 16, 2022

SELL
$97.52 - $114.07 $483,309 - $565,330
-4,956 Reduced 40.54%
7,269 $766,000
Q4 2021

Feb 14, 2022

BUY
$104.49 - $114.29 $417 - $457
4 Added 0.03%
12,225 $1.38 Million
Q3 2021

Nov 15, 2021

SELL
$107.16 - $114.98 $1.74 Million - $1.87 Million
-16,249 Reduced 57.07%
12,221 $1.31 Million
Q2 2021

Aug 16, 2021

BUY
$106.5 - $112.79 $1.79 Million - $1.9 Million
16,845 Added 144.9%
28,470 $3.16 Million
Q1 2021

May 18, 2021

BUY
$93.24 - $105.87 $279 - $317
3 Added 0.03%
11,625 $1.23 Million
Q4 2020

Feb 17, 2021

BUY
$81.66 - $97.19 $474,689 - $564,965
5,813 Added 100.07%
11,622 $1.13 Million
Q3 2020

Nov 19, 2020

BUY
$74.42 - $87.03 $5,655 - $6,614
76 Added 1.33%
5,809 $971,000
Q2 2020

Aug 14, 2020

BUY
$58.74 - $81.28 $6,813 - $9,428
116 Added 2.07%
5,733 $865,000
Q1 2020

May 13, 2020

BUY
$52.08 - $87.1 $7,759 - $12,977
149 Added 2.72%
5,617 $698,000
Q4 2019

Feb 18, 2020

BUY
$75.93 - $84.31 $75 - $84
1 Added 0.02%
5,468 $917,000
Q3 2019

Nov 15, 2019

BUY
$75.18 - $80.81 $3,984 - $4,282
53 Added 0.98%
5,467 $868,000
Q1 2019

May 16, 2019

BUY
$62.56 - $76.42 $2,564 - $3,133
41 Added 0.76%
5,414 $822,000
Q4 2018

Feb 15, 2019

BUY
$60.03 - $78.9 $322,541 - $423,929
5,373 New
5,373 $691,000
Q2 2018

Aug 13, 2018

SELL
$70.11 - $75.86 $30,567 - $33,074
-436 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$70.82 - $79.05 $3,399 - $3,794
48 Added 12.37%
436 $62,000
Q4 2017

Feb 14, 2018

BUY
$69.42 - $73.89 $10,482 - $11,157
151 Added 63.71%
388 $59,000
Q3 2017

Nov 14, 2017

BUY
$68.93 - $69.27 $16,336 - $16,416
237
237 $33,000

Others Institutions Holding IYJ

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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