Outlook Wealth Advisors, LLC Ishares Tr Transaction History

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 10,565 shares of IYF stock, worth $1.32 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,565
Previous 10,312 2.45%
Holding current value
$1.32 Million
Previous $1.25 Million 7.22%
% of portfolio
0.4%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$119.89 - $127.16 $30,332 - $32,171
253 Added 2.45%
10,565 $1.34 Million
Q2 2025

Aug 11, 2025
BUY
$99.23 - $120.99 $1.02 Million - $1.25 Million
10,312 New
10,312 $1.25 Million

Others Institutions Holding IYF

# of Institutions
516
Shares Held
20.2M
Call Options Held
27.5K
Put Options Held
48.6K
View Full List

About ISHARES TR

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