Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,781 shares of IYF stock, worth $286,943. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,781
Previous 2,104 32.18%
Holding current value
$286,943
Previous $200 Million 31.31%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 07, 2024
BUY
$89.39 - $96.85 $60,517 - $65,567
677 Added 32.18%
2,781 $263 Million
Q1 2024

May 13, 2024
BUY
$83.91 - $95.65 $176,546 - $201,247
2,104 New
2,104 $200 Million

Others Institutions Holding IYF

# of Institutions
388
Shares Held
15.3M
Call Options Held
10.6K
Put Options Held
500
View Full List

About ISHARES TR

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