Inspirion Wealth Advisors, LLC Ishares Tr Transaction History

Inspirion Wealth Advisors, LLC

$603 Million
Q1 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 2,744 shares of IYJ stock, worth $327,249. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,744

Previous 2,794 1.79%

Holding current value

$327,249

Previous $319,000 7.84%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$90.36 - $101.21 $27,108 - $30,362	-300 Reduced 6.09%	4,625 $0
Q3 2022 Oct 18, 2022	SELL	$85.87 - $102.55 $55,815 - $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

318

Shares Held

6.18M

Call Options Held

3.6K

Put Options Held

9.8K

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About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

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Inspirion Wealth Advisors, LLC Ishares Tr Transaction History