A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 8,091 shares of IYY stock, worth $1.16 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
8,091
Previous 9,097 11.06%
Holding current value
$1.16 Million
Previous $1.3 Billion 15.4%
% of portfolio
0.49%
Previous 0.53%

Shares

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

Apr 25, 2025

SELL
$134.05 - $149.75 $134,854 - $150,648
-1,006 Reduced 11.06%
8,091 $1.1 Billion
Q2 2024

Aug 27, 2024

BUY
$120.85 - $132.7 $1.1 Million - $1.21 Million
9,097 New
9,097 $1.2 Billion

Others Institutions Holding IYY

About ISHARES TR


  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.