A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 12,981 shares of IYJ stock, worth $1.86 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
12,981
Previous 11,926 8.85%
Holding current value
$1.86 Million
Previous $1.7 Billion 11.57%
% of portfolio
1.37%
Previous 1.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$142.42 - $148.18 $150,253 - $156,329
1,055 Added 8.85%
12,981 $1.89 Billion
Q2 2025

Aug 04, 2025

SELL
$115.07 - $142.31 $22,093 - $27,323
-192 Reduced 1.58%
11,926 $1.7 Billion
Q1 2025

Apr 22, 2025

SELL
$127.48 - $142.0 $59,150 - $65,888
-464 Reduced 3.69%
12,118 $1.58 Billion
Q4 2024

Jan 21, 2025

SELL
$132.97 - $143.93 $7,313 - $7,916
-55 Reduced 0.44%
12,582 $1.68 Billion
Q3 2024

Oct 23, 2024

BUY
$118.32 - $133.67 $169,789 - $191,816
1,435 Added 12.81%
12,637 $1.69 Billion
Q2 2024

Oct 23, 2024

BUY
$119.1 - $125.05 $1.33 Million - $1.4 Million
11,202 New
11,202 $1.34 Billion

Others Institutions Holding IYJ

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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