Lumature Wealth Partners, LLC Ishares Tr Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 146 shares of IYG stock, worth $10,936. This represents 0.01% of its overall portfolio holdings.

Number of Shares

146

Previous 146 -0.0%

Holding current value

$10,936

Previous $22,000 4.55%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$46.92 - $169.19 $2,580 - $9,305	-55 Reduced 27.36%	146 $22,000
Q3 2022 Nov 10, 2022	SELL	$47.08 - $57.16 $1,035 - $1,257	-22 Reduced 9.87%	201 $28,000
Q1 2022 May 13, 2022	SELL	$55.98 - $67.65 $391 - $473	-7 Reduced 3.04%	223 $40,000
Q4 2021 Feb 10, 2022	SELL	$61.79 - $67.85 $7,785 - $8,549	-126 Reduced 35.39%	230 $44,000
Q3 2021 Oct 29, 2021	SELL	$59.43 - $64.96 $5,467 - $5,976	-92 Reduced 20.54%	356 $67,000
Q2 2021 Aug 10, 2021	SELL	$57.88 - $63.59 $9,145 - $10,047	-158 Reduced 26.07%	448 $83,000
Q1 2021 May 11, 2021	SELL	$48.45 - $58.92 $31,977 - $38,887	-660 Reduced 52.13%	606 $104,000
Q4 2020 Feb 08, 2021	BUY	$39.45 - $50.02 $49,943 - $63,325	1,266 New	1,266 $190,000

Others Institutions Holding IYG

# of Institutions

273

Shares Held

13.1M

Call Options Held

13.1K

Put Options Held

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Lumature Wealth Partners, LLC Ishares Tr Transaction History