O'Shaughnessy Asset Management, LLC Ishares Tr Transaction History

O'Shaughnessy Asset Management, LLC

  • $14.2 Billion
  • Q2 2025

A detailed history of O'Shaughnessy Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 457 shares of IYM stock, worth $69,267. This represents 0.0% of its overall portfolio holdings.

Number of Shares
457
Previous 457 -0.0%
Holding current value
$69,267
Previous $61,000 3.28%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$136.13 - $151.64 $2,722 - $3,032
20 Added 4.58%
457 $68,000
Q4 2023

Feb 09, 2024
SELL
$119.29 - $139.6 $954 - $1,116
-8 Reduced 1.8%
437 $60,000
Q1 2023

May 12, 2023
BUY
$124.32 - $140.43 $8,702 - $9,830
70 Added 18.67%
445 $58,000
Q3 2022

Nov 14, 2022
BUY
$106.58 - $130.61 $39,967 - $48,978
375 New
375 $41,000

Others Institutions Holding IYM

# of Institutions
216
Shares Held
2.65M
Call Options Held
8.6K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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