Lowe Wealth Advisors, LLC Ishares Tr Transaction History

Lowe Wealth Advisors, LLC

  • $213 Million
  • Q1 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 36,158 shares of IYY stock, worth $4.82 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
36,158
Previous 36,576 1.14%
Holding current value
$4.82 Million
Previous $4.26 Million 8.66%
% of portfolio
2.17%
Previous 2.12%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 08, 2024
SELL
$114.26 - $128.09 $47,760 - $53,541
-418 Reduced 1.14%
36,158 $4.63 Million
Q4 2023

Jan 04, 2024
SELL
$99.95 - $116.88 $54,372 - $63,582
-544 Reduced 1.47%
36,576 $4.26 Million
Q3 2023

Oct 20, 2023
BUY
$103.92 - $112.08 $53,207 - $57,384
512 Added 1.4%
37,120 $3.88 Million
Q2 2023

Jul 06, 2023
SELL
$98.55 - $108.33 $26,608 - $29,249
-270 Reduced 0.73%
36,608 $3.97 Million
Q1 2023

Apr 05, 2023
SELL
$92.74 - $102.46 $105,259 - $116,292
-1,135 Reduced 2.99%
36,878 $3.69 Million
Q4 2022

Jan 17, 2023
SELL
$91.43 - $99.71 $89,509 - $97,616
-979 Reduced 2.51%
38,013 $0
Q3 2022

Oct 06, 2022
SELL
N/A
-2,190 Reduced 5.32%
38,992 $3.42 Million
Q2 2022

Jul 07, 2022
SELL
N/A
-712 Reduced 1.7%
41,182 $3.8 Million
Q1 2022

Apr 08, 2022
SELL
N/A
-711 Reduced 1.67%
41,894 $4.67 Million
Q4 2021

Jan 18, 2022
SELL
N/A
-229 Reduced 0.53%
42,605 $5.02 Million
Q3 2021

Oct 05, 2021
SELL
N/A
-2,574 Reduced 5.67%
42,834 $4.62 Million
Q2 2021

Jul 01, 2021
BUY
N/A
206 Added 0.46%
45,408 $0
Q1 2021

Apr 06, 2021
SELL
N/A
-302 Reduced 0.66%
45,202 $4.51 Million
Q4 2020

Jan 07, 2021
BUY
N/A
22,168 Added 94.99%
45,504 $4.29 Million
Q3 2020

Oct 16, 2020
SELL
N/A
-10,415 Reduced 30.86%
23,336 $3.89 Million
Q2 2020

Jul 08, 2020
SELL
N/A
-1,124 Reduced 3.22%
33,751 $5.17 Million
Q1 2020

Apr 10, 2020
SELL
N/A
-2,934 Reduced 7.76%
34,875 $4.4 Million
Q4 2019

Jan 15, 2020
SELL
N/A
-426 Reduced 1.11%
37,809 $6.04 Million
Q3 2019

Oct 08, 2019
SELL
N/A
-2,542 Reduced 6.23%
38,235 $5.64 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-1,075 Reduced 2.57%
40,777 $5.96 Million
Q1 2019

Apr 08, 2019
SELL
N/A
-586 Reduced 1.38%
41,852 $5.91 Million
Q4 2018

Jan 10, 2019
SELL
N/A
-7,327 Reduced 14.72%
42,438 $5.28 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-1,067 Reduced 2.1%
49,765 $7.24 Million
Q2 2018

Jul 12, 2018
SELL
N/A
-520 Reduced 1.01%
50,832 $6.93 Million
Q1 2018

Apr 06, 2018
BUY
N/A
81 Added 0.16%
51,352 $6.79 Million
Q4 2017

Jan 18, 2018
BUY
N/A
267 Added 0.52%
51,271 $6.85 Million
Q3 2017

Oct 05, 2017
BUY
N/A
51,004
51,004 $6.43 Million

Others Institutions Holding IYY

# of Institutions
230
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

Follow Lowe Wealth Advisors, 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 Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email