A detailed history of Larson Financial Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Larson Financial Group LLC holds 3,564 shares of IYY stock, worth $523,195. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,564
Previous 3,555 0.25%
Holding current value
$523,195
Previous $470,000 5.74%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$125.77 - $139.59 $1,131 - $1,256
9 Added 0.25%
3,564 $497,000
Q2 2024

Aug 02, 2024

BUY
$120.85 - $132.7 $845 - $928
7 Added 0.2%
3,555 $470,000
Q1 2024

May 03, 2024

BUY
$114.26 - $128.09 $914 - $1,024
8 Added 0.23%
3,548 $454,000
Q4 2023

Feb 01, 2024

SELL
$99.95 - $116.88 $73,763 - $86,257
-738 Reduced 17.25%
3,540 $412,000
Q3 2023

Nov 03, 2023

BUY
$103.92 - $112.08 $131,978 - $142,341
1,270 Added 42.22%
4,278 $446,000
Q2 2023

Aug 03, 2023

BUY
$98.55 - $108.33 $296,438 - $325,856
3,008 New
3,008 $325,000

Others Institutions Holding IYY

About ISHARES TR


  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Larson Financial Group LLC Portfolio

Follow Larson Financial Group LLC 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 Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.