Marcum Wealth, LLC Ishares Tr Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Marcum Wealth, LLC holds 6,421 shares of IYG stock, worth $424,749. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,421
Previous 7,065 9.12%
Holding current value
$424,749
Previous $468,000 10.68%
% of portfolio
0.04%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$62.27 - $67.11 $40,101 - $43,218
-644 Reduced 9.12%
6,421 $418,000
Q1 2024

Apr 10, 2024
BUY
$63.91 - $191.92 $295,392 - $887,054
4,622 Added 189.19%
7,065 $468,000
Q4 2023

Jan 10, 2024
SELL
$145.02 - $179.81 $11,166 - $13,845
-77 Reduced 3.06%
2,443 $437,000
Q3 2023

Oct 10, 2023
SELL
$154.42 - $169.5 $17,603 - $19,323
-114 Reduced 4.33%
2,520 $389,000
Q2 2023

Jul 13, 2023
BUY
$144.44 - $157.99 $43,043 - $47,081
298 Added 12.76%
2,634 $416,000
Q1 2023

Apr 19, 2023
SELL
$145.23 - $176.24 $283,924 - $344,549
-1,955 Reduced 45.56%
2,336 $352,000
Q4 2022

Jan 12, 2023
SELL
$154.15 - $169.19 $15,569 - $17,088
-101 Reduced 2.3%
4,291 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-19 Reduced 0.43%
4,392 $620,000
Q2 2022

Jul 14, 2022
SELL
N/A
-2,173 Reduced 33.0%
4,411 $654,000
Q1 2022

Apr 20, 2022
SELL
N/A
-1,524 Reduced 18.8%
6,584 $1.19 Million
Q4 2021

Feb 01, 2022
BUY
N/A
163 Added 2.05%
8,108 $1.57 Million
Q3 2021

Nov 08, 2021
BUY
N/A
329 Added 4.32%
7,945 $1.5 Million
Q2 2021

Aug 10, 2021
BUY
N/A
1,763 Added 30.12%
7,616 $1.41 Million
Q1 2021

May 11, 2021
BUY
N/A
5,853 New
5,853 $1 Million

Others Institutions Holding IYG

# of Institutions
238
Shares Held
12.3M
Call Options Held
10.7K
Put Options Held
9.5K
View Full List

About ISHARES TR

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