Mattern Wealth Management LLC Ishares Tr Transaction History

Mattern Wealth Management LLC

$418 Million
Q1 2025

A detailed history of Mattern Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Mattern Wealth Management LLC holds 2,706 shares of IYM stock, worth $372,616. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,706

Previous 2,706 -0.0%

Holding current value

$372,616

Previous $351,000 3.7%

% of portfolio

0.09%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$136.13 - $151.64 $5,445 - $6,065	-40 Reduced 1.46%	2,706 $406,000
Q1 2024 May 13, 2024	SELL	$130.2 - $147.73 $242,432 - $275,073	-1,862 Reduced 40.41%	2,746 $405,000
Q4 2023 Feb 12, 2024	BUY	$119.29 - $139.6 $119 - $139	1 Added 0.02%	4,608 $636,000
Q3 2023 Nov 01, 2023	SELL	$124.84 - $138.68 $24,718 - $27,458	-198 Reduced 4.12%	4,607 $581,000
Q2 2023 Jul 26, 2023	SELL	$120.69 - $133.93 $13,275 - $14,732	-110 Reduced 2.24%	4,805 $639,000
Q1 2023 May 05, 2023	SELL	$124.32 - $140.43 $37,296 - $42,129	-300 Reduced 5.75%	4,915 $651,000
Q4 2022 Feb 06, 2023	SELL	$109.29 - $133.88 $29,945 - $36,683	-274 Reduced 4.99%	5,215 $650,000
Q1 2022 Apr 14, 2022	SELL	$128.72 - $151.73 $55,607 - $65,547	-432 Reduced 7.3%	5,489 $821,000
Q4 2021 Jan 27, 2022	SELL	$125.86 - $141.73 $185,140 - $208,484	-1,471 Reduced 19.9%	5,921 $830,000
Q3 2021 Oct 13, 2021	SELL	$122.85 - $135.99 $5.32 Million - $5.89 Million	-43,290 Reduced 85.41%	7,392 $921,000
Q2 2021 Jul 27, 2021	BUY	$126.01 - $141.25 $5.34 Million - $5.98 Million	42,349 Added 508.21%	50,682 $6.46 Million
Q1 2021 May 13, 2021	SELL	$111.16 - $126.89 $4.33 Million - $4.94 Million	-38,933 Reduced 82.37%	8,333 $1.05 Million
Q4 2020 Feb 12, 2021	BUY	$95.24 - $113.41 $4.5 Million - $5.36 Million	47,266 New	47,266 $5.36 Million

Others Institutions Holding IYM

# of Institutions

215

Shares Held

2.4M

Call Options Held

8.4K

Put Options Held

300

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mattern Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattern Wealth Management LLC with notifications on news.

Account

Mattern Wealth Management LLC Ishares Tr Transaction History