Inspirion Wealth Advisors, LLC Ishares Tr Transaction History

Inspirion Wealth Advisors, LLC

$727 Million
Q2 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 1,407 shares of IYJ stock, worth $201,116. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,407

Previous 1,910 26.34%

Holding current value

$201,116

Previous $246,000 18.7%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$115.07 - $142.31 $57,880 - $71,581	-503 Reduced 26.34%	1,407 $200,000
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

353

Shares Held

8.08M

Call Options Held

9.2K

Put Options Held

2.8K

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Account

Inspirion Wealth Advisors, LLC Ishares Tr Transaction History