Navis Wealth Advisors, LLC Ishares Tr Transaction History

Navis Wealth Advisors, LLC

$116 Million
Q2 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 8,021 shares of IYM stock, worth $1.22 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

8,021

Previous 7,993 0.35%

Holding current value

$1.22 Million

Previous $1.08 Million 4.27%

% of portfolio

0.96%

Previous 1.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$116.16 - $140.01 $3,252 - $3,920	28 Added 0.35%	8,021 $1.12 Million
Q1 2025 Apr 23, 2025	BUY	$128.53 - $142.03 $3,598 - $3,976	28 Added 0.35%	7,993 $1.08 Million
Q4 2024 Jan 21, 2025	BUY	$129.15 - $153.25 $4,520 - $5,363	35 Added 0.44%	7,965 $1.03 Million
Q3 2024 Oct 24, 2024	BUY	$136.13 - $151.64 $4,356 - $4,852	32 Added 0.41%	7,930 $1.19 Million
Q2 2024 Aug 02, 2024	BUY	$140.01 - $149.03 $4,060 - $4,321	29 Added 0.37%	7,898 $1.11 Million
Q1 2024 Apr 29, 2024	BUY	$130.2 - $147.73 $3,124 - $3,545	24 Added 0.31%	7,869 $1.16 Million
Q4 2023 Feb 05, 2024	BUY	$119.29 - $139.6 $10,378 - $12,145	87 Added 1.12%	7,845 $1.08 Million
Q2 2023 Jul 13, 2023	BUY	$120.69 - $133.93 $3,741 - $4,151	31 Added 0.4%	7,758 $1.03 Million
Q1 2023 May 11, 2023	BUY	$124.32 - $140.43 $3,232 - $3,651	26 Added 0.34%	7,727 $1.02 Million
Q4 2022 Jan 25, 2023	BUY	$109.29 - $133.88 $9,945 - $12,183	91 Added 1.2%	7,701 $0
Q3 2022 Oct 26, 2022	SELL	$106.58 - $130.61 $8,632 - $10,579	-81 Reduced 1.05%	7,610 $823,000
Q2 2022 Aug 09, 2022	BUY	$117.72 - $154.02 $6,121 - $8,009	52 Added 0.68%	7,691 $905,000
Q1 2022 May 13, 2022	BUY	$128.72 - $151.73 $13,000 - $15,324	101 Added 1.34%	7,639 $1.14 Million
Q4 2021 Feb 11, 2022	BUY	$125.86 - $141.73 $9,061 - $10,204	72 Added 0.96%	7,538 $1.06 Million
Q2 2021 Aug 16, 2021	BUY	$126.01 - $141.25 $6,174 - $6,921	49 Added 0.66%	7,466 $973,000
Q4 2020 Mar 04, 2021	BUY	$95.24 - $113.41 $706,395 - $841,161	7,417 New	7,417 $841,000

Others Institutions Holding IYM

# of Institutions

216

Shares Held

2.65M

Call Options Held

8.6K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Navis Wealth Advisors, LLC Ishares Tr Transaction History