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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 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 12,115 shares of IYF stock, worth $1.34 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,115

Previous 10,914 11.0%

Holding current value

$1.34 Million

Previous $1.03 Million 21.9%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$93.83 - $105.05 $112,689 - $126,165	1,201 Added 11.0%	12,115 $1.26 Million
Q2 2024 Aug 13, 2024	SELL	$89.39 - $96.85 $171,896 - $186,242	-1,923 Reduced 14.98%	10,914 $1.03 Million
Q1 2024 Apr 30, 2024	BUY	$83.91 - $95.65 $1.08 Million - $1.23 Million	12,837 New	12,837 $1.23 Million
Q1 2022 May 13, 2022	SELL	$78.62 - $91.32 $15,409 - $17,898	-196 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$79.17 - $85.45 $2,850 - $3,076	-36 Reduced 15.52%	196 $16,000
Q2 2021 Jul 27, 2021	BUY	$75.91 - $83.61 $17,611 - $19,397	232 New	232 $18,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account

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