New Insight Wealth Advisors Ishares Tr Transaction History

New Insight Wealth Advisors

  • $220 Billion
  • Q1 2025

A detailed history of New Insight Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, New Insight Wealth Advisors holds 7,023 shares of IYG stock, worth $545,687. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,023
Previous 5,846 20.13%
Holding current value
$545,687
Previous $455 Million 21.28%
% of portfolio
0.25%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$74.6 - $84.81 $87,804 - $99,821
1,177 Added 20.13%
7,023 $552 Million
Q4 2024

Feb 07, 2025
SELL
$70.24 - $82.34 $33,785 - $39,605
-481 Reduced 7.6%
5,846 $455 Million
Q3 2024

Nov 13, 2024
SELL
$64.2 - $71.76 $42,243 - $47,218
-658 Reduced 9.42%
6,327 $449 Million
Q2 2024

Aug 15, 2024
SELL
$62.27 - $67.11 $87,240 - $94,021
-1,401 Reduced 16.71%
6,985 $455 Million
Q1 2024

May 08, 2024
BUY
$63.91 - $191.92 $353,422 - $1.06 Million
5,530 Added 193.63%
8,386 $556 Million
Q4 2023

May 08, 2024
BUY
$145.02 - $179.81 $414,177 - $513,537
2,856 New
2,856 $512 Million

Others Institutions Holding IYG

# of Institutions
276
Shares Held
13.2M
Call Options Held
13.1K
Put Options Held
0
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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