Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 2,823 shares of IYE stock, worth $136,661. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,823

Previous 2,817 0.21%

Holding current value

$136,661

Previous $130,000 1.54%

% of portfolio

0.0%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$43.93 - $51.37 $263 - $308	6 Added 0.21%	2,823 $128,000
Q3 2024 Nov 08, 2024	SELL	$44.44 - $49.18 $56,661 - $62,704	-1,275 Reduced 31.16%	2,817 $130,000
Q2 2024 Aug 13, 2024	SELL	$46.21 - $51.17 $48,197 - $53,370	-1,043 Reduced 20.31%	4,092 $196,000
Q1 2024 Apr 30, 2024	BUY	$41.9 - $49.4 $44,204 - $52,117	1,055 Added 25.86%	5,135 $253,000
Q4 2023 Jan 30, 2024	SELL	$42.54 - $48.28 $808 - $917	-19 Reduced 0.46%	4,080 $180,000
Q3 2023 Oct 17, 2023	SELL	$41.76 - $48.97 $14,616 - $17,139	-350 Reduced 7.87%	4,099 $194,000
Q2 2023 Jul 19, 2023	SELL	$40.39 - $45.87 $403 - $458	-10 Reduced 0.22%	4,449 $190,000
Q1 2023 May 10, 2023	BUY	$40.63 - $49.07 $130,625 - $157,760	3,215 Added 258.44%	4,459 $195,000
Q4 2022 Feb 14, 2023	SELL	$41.43 - $50.5 $3,770 - $4,595	-91 Reduced 6.82%	1,244 $57,000
Q3 2022 Oct 26, 2022	BUY	$36.07 - $45.64 $7,214 - $9,128	200 Added 17.62%	1,335 $52,000
Q1 2022 May 13, 2022	BUY	$31.0 - $42.12 $35,185 - $47,806	1,135 New	1,135 $46,000
Q4 2019 Feb 11, 2020	SELL	$29.95 - $32.92 $1,497 - $1,646	-50 Closed	0 $0
Q1 2019 May 08, 2019	SELL	$31.51 - $36.65 $7,467 - $8,686	-237 Reduced 82.58%	50 $1,000
Q4 2018 Feb 13, 2019	BUY	$29.27 - $43.05 $6,936 - $10,202	237 Added 474.0%	287 $8,000
Q2 2018 Aug 16, 2018	BUY	$36.19 - $43.43 $1,809 - $2,171	50 New	50 $2,000

Others Institutions Holding IYE

# of Institutions

312

Shares Held

14.1M

Call Options Held

16.3K

Put Options Held

1.6K

View Full List

About ISHARES TR

Ticker IYE
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History