Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,005 shares of IYF stock, worth $374,392. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,005

Previous 3,045 1.31%

Holding current value

$374,392

Previous $343,000 5.83%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$99.23 - $120.99 $3,969 - $4,839	-40 Reduced 1.31%	3,005 $363,000
Q1 2025 May 15, 2025	SELL	$107.69 - $119.37 $3,876 - $4,297	-36 Reduced 1.17%	3,045 $344 Million
Q4 2024 May 30, 2025	BUY	$102.7 - $119.05 $3,697 - $4,285	36 Added 1.18%	3,081 $340,000
Q4 2024 May 29, 2025	BUY	$102.7 - $119.05 $3,697 - $4,285	36 Added 1.18%	3,081 $340,000
Q4 2024 Feb 11, 2025	BUY	$102.7 - $119.05 $30,707 - $35,595	299 Added 10.75%	3,081 $362 Million
Q3 2024 May 30, 2025	SELL	$93.83 - $105.05 $24,677 - $27,628	-263 Reduced 8.64%	2,782 $289,000
Q3 2024 May 29, 2025	SELL	$93.83 - $105.05 $24,677 - $27,628	-263 Reduced 8.64%	2,782 $289,000
Q3 2024 Nov 05, 2024	BUY	$93.83 - $105.05 $93 - $105	1 Added 0.04%	2,782 $289 Million
Q2 2024 May 29, 2025	SELL	$89.39 - $96.85 $23,598 - $25,568	-264 Reduced 8.67%	2,781 $262,000
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 28, 2025	SELL	$83.91 - $95.65 $77,784 - $88,667	-927 Reduced 30.44%	2,118 $203 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

517

Shares Held

20.2M

Call Options Held

27.5K

Put Options Held

48.6K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Ishares Tr Transaction History