Mycio Wealth Partners, LLC Ishares Tr Ishares Morningstar Transaction History

Mycio Wealth Partners, LLC

  • $417 Million
  • Q4 2024

A detailed history of Mycio Wealth Partners, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 37,037 shares of IYLD stock, worth $742,591. This represents 0.17% of its overall portfolio holdings.

Number of Shares
37,037
Previous 37,037 -0.0%
Holding current value
$742,591
Previous $765,000 5.75%
% of portfolio
0.17%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$19.46 - $19.93 $171,637 - $175,782
8,820 Added 31.26%
37,037 $738,000
Q1 2021

May 17, 2021
BUY
$23.24 - $24.06 $72,229 - $74,778
3,108 Added 12.38%
28,217 $661,000
Q4 2019

Feb 13, 2020
BUY
$24.57 - $25.69 $616,928 - $645,050
25,109 New
25,109 $641,000

Others Institutions Holding IYLD

# of Institutions
58
Shares Held
1.74M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

IYLD Quotes by TradingView
  • Ticker IYLD
  • Sector ETFs
  • Industry ETFs
More about IYLD
Track This Portfolio

Track Mycio Wealth Partners, LLC Portfolio

Follow Mycio Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email