Inspirion Wealth Advisors, LLC Ishares Tr Transaction History

Inspirion Wealth Advisors, LLC

$713 Million
Q1 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 1,910 shares of IYJ stock, worth $267,094. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,910

Previous 2,392 20.15%

Holding current value

$267,094

Previous $319,000 22.88%

% of portfolio

0.03%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$127.48 - $142.0 $61,445 - $68,444	-482 Reduced 20.15%	1,910 $246,000
Q4 2024 Jan 14, 2025	SELL	$132.97 - $143.93 $30,849 - $33,391	-232 Reduced 8.84%	2,392 $319,000
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

# of Institutions

338

Shares Held

7.05M

Call Options Held

10.2K

Put Options Held

15K

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About ISHARES TR

Ticker IYJ
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Inspirion Wealth Advisors, LLC Ishares Tr Transaction History