Lantz Financial LLC Ishares Tr Transaction History

Lantz Financial LLC

  • $351 Million
  • Q3 2024

A detailed history of Lantz Financial LLC transactions in Ishares Tr stock. As of the latest transaction made, Lantz Financial LLC holds 4,367 shares of IYE stock, worth $224,332. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,367
Previous 4,280 2.03%
Holding current value
$224,332
Previous $205,000 1.46%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$44.44 - $49.18 $3,866 - $4,278
87 Added 2.03%
4,367 $202,000
Q2 2024

Jul 10, 2024
SELL
$46.21 - $51.17 $924 - $1,023
-20 Reduced 0.47%
4,280 $205,000
Q1 2024

Apr 10, 2024
SELL
$41.9 - $49.4 $11,271 - $13,288
-269 Reduced 5.89%
4,300 $212,000
Q4 2023

Jan 12, 2024
SELL
$42.54 - $48.28 $297 - $337
-7 Reduced 0.15%
4,569 $201,000
Q3 2023

Oct 20, 2023
SELL
$41.76 - $48.97 $43,973 - $51,565
-1,053 Reduced 18.71%
4,576 $217,000
Q2 2023

Jul 12, 2023
SELL
$40.39 - $45.87 $14,701 - $16,696
-364 Reduced 6.07%
5,629 $241,000
Q1 2023

Apr 10, 2023
SELL
$40.63 - $49.07 $194,617 - $235,045
-4,790 Reduced 44.42%
5,993 $262,000
Q4 2022

Jan 23, 2023
SELL
$41.43 - $50.5 $85,842 - $104,636
-2,072 Reduced 16.12%
10,783 $0
Q3 2022

Oct 17, 2022
SELL
$36.07 - $45.64 $246,646 - $312,086
-6,838 Reduced 34.72%
12,855 $505,000
Q2 2022

Jul 29, 2022
SELL
$37.64 - $48.83 $185,000 - $239,999
-4,915 Reduced 19.97%
19,693 $751,000
Q1 2022

May 05, 2022
BUY
$31.0 - $42.12 $74,307 - $100,961
2,397 Added 10.79%
24,608 $1.01 Million
Q4 2021

Jan 19, 2022
BUY
$28.79 - $32.36 $74,854 - $84,136
2,600 Added 13.26%
22,211 $669,000
Q3 2021

Oct 14, 2021
BUY
$24.81 - $29.6 $43,938 - $52,421
1,771 Added 9.93%
19,611 $554,000
Q2 2021

Jul 16, 2021
BUY
$25.2 - $30.0 $449,568 - $535,200
17,840 New
17,840 $519,000

Others Institutions Holding IYE

# of Institutions
314
Shares Held
14.3M
Call Options Held
16.3K
Put Options Held
1.6K
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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