Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $439 Million
  • Q2 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 115,018 shares of IYF stock, worth $14.3 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares
115,018
Previous 186,832 38.44%
Holding current value
$14.3 Million
Previous $21.1 Million 33.99%
% of portfolio
3.17%
Previous 5.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$99.23 - $120.99 $7.13 Million - $8.69 Million
-71,814 Reduced 38.44%
115,018 $13.9 Million
Q1 2025

Apr 22, 2025
BUY
$107.69 - $119.37 $627,509 - $695,568
5,827 Added 3.22%
186,832 $21.1 Million
Q4 2024

Jan 17, 2025
BUY
$102.7 - $119.05 $8.96 Million - $10.4 Million
87,248 Added 93.06%
181,005 $20 Million
Q3 2024

Oct 30, 2024
BUY
$93.83 - $105.05 $8.8 Million - $9.85 Million
93,757 New
93,757 $9.74 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-256 Closed
0 $0
Q1 2017

Jun 28, 2018
BUY
N/A
150 Added 141.51%
256 $26,000
Q1 2016

Jun 28, 2018
BUY
N/A
106
106 $8,000

Others Institutions Holding IYF

# of Institutions
475
Shares Held
20.9M
Call Options Held
45.1K
Put Options Held
38.5K
View Full List

About ISHARES TR

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