A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 2,624 shares of IYJ stock, worth $354,423. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,624
Previous 2,744 4.37%
Holding current value
$354,423
Previous $327,000 7.03%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 04, 2024

SELL
$118.32 - $133.67 $14,198 - $16,040
-120 Reduced 4.37%
2,624 $350,000
Q1 2024

Apr 12, 2024

SELL
$111.23 - $125.71 $5,561 - $6,285
-50 Reduced 1.79%
2,744 $344,000
Q4 2023

Jan 10, 2024

SELL
$95.31 - $114.66 $52,420 - $63,063
-550 Reduced 16.45%
2,794 $319,000
Q3 2023

Oct 13, 2023

SELL
$100.31 - $109.74 $100,410 - $109,849
-1,001 Reduced 23.04%
3,344 $337,000
Q2 2023

Jul 20, 2023

SELL
$96.6 - $106.04 $4,830 - $5,302
-50 Reduced 1.14%
4,345 $460,000
Q1 2023

Apr 07, 2023

SELL
$95.26 - $104.26 $21,909 - $23,979
-230 Reduced 4.97%
4,395 $440,000
Q4 2022

Jan 18, 2023

SELL
$84.86 - $101.21 $25,458 - $30,362
-300 Reduced 6.09%
4,625 $0
Q3 2022

Oct 18, 2022

SELL
$83.78 - $102.55 $54,457 - $66,657
-650 Reduced 11.66%
4,925 $413,000
Q2 2022

Jul 27, 2022

BUY
$86.15 - $105.81 $480,286 - $589,890
5,575 New
5,575 $491,000

Others Institutions Holding IYJ

About ISHARES TR


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