Kelly Financial Services LLC Ishares Tr Transaction History

Kelly Financial Services LLC

$268 Million
Q2 2024

A detailed history of Kelly Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Kelly Financial Services LLC holds 404 shares of IYF stock, worth $42,092. This represents 0.01% of its overall portfolio holdings.

Number of Shares

404

Previous 402 0.5%

Holding current value

$42,092

Previous $38,000 -0.0%

% of portfolio

0.01%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$89.39 - $96.85 $178 - $193	2 Added 0.5%	404 $38,000
Q1 2024 Jul 17, 2024	BUY	$83.91 - $95.65 $83 - $95	1 Added 0.25%	402 $38,000
Q4 2023 Jul 17, 2024	BUY	$70.7 - $85.68 $282 - $342	4 Added 1.01%	401 $34.3 Million
Q2 2023 Jul 17, 2024	BUY	$68.91 - $74.74 $68 - $74	1 Added 0.25%	397 $29.6 Million
Q1 2023 Jul 17, 2024	BUY	$68.23 - $82.05 $136 - $164	2 Added 0.51%	396 $28.1 Million
Q4 2022 Jul 17, 2024	BUY	$67.64 - $80.38 $135 - $160	2 Added 0.51%	394 $29.7 Million
Q3 2022 Jul 17, 2024	BUY	$67.55 - $79.83 $135 - $159	2 Added 0.51%	392 $26.4 Million
Q2 2022 Jul 17, 2024	SELL	$67.96 - $84.37 $6,456 - $8,015	-95 Reduced 19.59%	390 $27.3 Million
Q1 2022 Jul 17, 2024	BUY	$78.62 - $91.32 $157 - $182	2 Added 0.41%	485 $41 Million
Q4 2021 Jul 17, 2024	BUY	$83.02 - $90.24 $166 - $180	2 Added 0.42%	483 $41.8 Million
Q3 2021 Jul 17, 2024	SELL	$79.17 - $85.45 $2.55 Million - $2.75 Million	-32,182 Reduced 98.53%	481 $39.7 Million
Q2 2021 Jul 17, 2024	BUY	$75.91 - $83.61 $2.48 Million - $2.73 Million	32,663 New	32,663 $403,000

Others Institutions Holding IYF

# of Institutions

386

Shares Held

15.3M

Call Options Held

10.6K

Put Options Held

500

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About ISHARES TR

Ticker IYF
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Kelly Financial Services LLC Ishares Tr Transaction History