A detailed history of Montag A & Associates Inc transactions in Ishares Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 5,131 shares of IYF stock, worth $606,022. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,131
Previous 6,212 17.4%
Holding current value
$606,022
Previous $645,000 12.09%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

SELL
$102.7 - $119.05 $111,018 - $128,693
-1,081 Reduced 17.4%
5,131 $567,000
Q3 2024

Nov 05, 2024

BUY
$93.83 - $105.05 $582,871 - $652,570
6,212 New
6,212 $645,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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