J.W. Cole Advisors, Inc. Ishares Tr Transaction History

J.W. Cole Advisors, Inc.

  • $2.09 Billion
  • Q2 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 1,618 shares of IYM stock, worth $237,037. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,618
Holding current value
$237,037
% of portfolio
0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$140.01 - $149.03 $226,536 - $241,130
1,618 New
1,618 $226,000
Q1 2023

May 03, 2023
BUY
$124.32 - $140.43 $369,354 - $417,217
2,971 New
2,971 $393,000
Q1 2022

May 16, 2022
BUY
$128.72 - $151.73 $1.65 Million - $1.94 Million
12,800 New
12,800 $35,000
Q3 2021

Oct 26, 2021
SELL
$122.85 - $135.99 $280,712 - $310,737
-2,285 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$126.01 - $141.25 $287,932 - $322,756
2,285 New
2,285 $298,000
Q1 2021

Apr 28, 2021
SELL
$111.16 - $126.89 $241,995 - $276,239
-2,177 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$95.24 - $113.41 $207,337 - $246,893
2,177 New
2,177 $247,000

Others Institutions Holding IYM

# of Institutions
216
Shares Held
2.92M
Call Options Held
5.2K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email