A detailed history of Melfa Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 2,271 shares of IYY stock, worth $305,676. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,271
Previous 2,321 2.15%
Holding current value
$305,676
Previous $270 Million 7.57%
% of portfolio
0.21%
Previous 0.25%

Shares

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

Apr 23, 2024

SELL
$114.26 - $128.09 $5,713 - $6,404
-50 Reduced 2.15%
2,271 $291 Million
Q4 2022

Jan 31, 2023

BUY
$91.43 - $99.71 $212,209 - $231,426
2,321 New
2,321 $217 Million

Others Institutions Holding IYY

About ISHARES TR


  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, 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 Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.