Lowe Wealth Advisors, LLC Ishares Tr Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 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 34,982 shares of IYY stock, worth $5.11 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

34,982

Previous 35,581 1.68%

Holding current value

$5.11 Million

Previous $4.71 Million 3.74%

% of portfolio

2.13%

Previous 2.16%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	SELL	$125.77 - $139.59 $75,336 - $83,614	-599 Reduced 1.68%	34,982 $4.88 Million
Q2 2024 Jul 09, 2024	SELL	$120.85 - $132.7 $69,730 - $76,567	-577 Reduced 1.6%	35,581 $4.71 Million
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	$87.49 - $99.71 $85,652 - $97,616	-979 Reduced 2.51%	38,013 $0
Q3 2022 Oct 06, 2022	SELL	$87.7 - $105.61 $192,063 - $231,285	-2,190 Reduced 5.32%	38,992 $3.42 Million
Q2 2022 Jul 07, 2022	SELL	$89.32 - $112.61 $63,595 - $80,178	-712 Reduced 1.7%	41,182 $3.8 Million
Q1 2022 Apr 08, 2022	SELL	$102.45 - $118.45 $72,841 - $84,217	-711 Reduced 1.67%	41,894 $4.67 Million
Q4 2021 Jan 18, 2022	SELL	$107.69 - $118.54 $24,661 - $27,145	-229 Reduced 0.53%	42,605 $5.02 Million
Q3 2021 Oct 05, 2021	SELL	$106.77 - $113.98 $274,825 - $293,384	-2,574 Reduced 5.67%	42,834 $4.62 Million
Q2 2021 Jul 01, 2021	BUY	$101.05 - $107.97 $20,816 - $22,241	206 Added 0.46%	45,408 $0
Q1 2021 Apr 06, 2021	SELL	$93.02 - $100.44 $28,092 - $30,332	-302 Reduced 0.66%	45,202 $4.51 Million
Q4 2020 Jan 07, 2021	BUY	$81.36 - $94.32 $1.8 Million - $2.09 Million	22,168 Added 94.99%	45,504 $4.29 Million
Q3 2020 Oct 16, 2020	SELL	$76.94 - $88.82 $801,330 - $925,060	-10,415 Reduced 30.86%	23,336 $3.89 Million
Q2 2020 Jul 08, 2020	SELL	$60.32 - $80.25 $67,799 - $90,201	-1,124 Reduced 3.22%	33,751 $5.17 Million
Q1 2020 Apr 10, 2020	SELL	$54.71 - $84.04 $160,519 - $246,573	-2,934 Reduced 7.76%	34,875 $4.4 Million
Q4 2019 Jan 15, 2020	SELL	$71.59 - $80.04 $30,497 - $34,097	-426 Reduced 1.11%	37,809 $6.04 Million
Q3 2019 Oct 08, 2019	SELL	$73.36 - $74.95 $186,481 - $190,522	-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

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

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.

Account

Lowe Wealth Advisors, LLC Ishares Tr Transaction History