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 $1.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,115

Previous 10,914 11.0%

Holding current value

$1.39 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

408

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

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About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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