Private Wealth Partners, LLC Ishares Tr Transaction History

Private Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2025

A detailed history of Private Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Private Wealth Partners, LLC holds 2,820 shares of IYY stock, worth $405,995. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,820
Previous 2,820 -0.0%
Holding current value
$405,995
Previous $403,000 4.96%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$138.14 - $149.13 $138 - $149
-1 Reduced 0.04%
2,820 $403,000
Q3 2024

Oct 29, 2024
SELL
$125.77 - $139.59 $2,012 - $2,233
-16 Reduced 0.56%
2,821 $393,000
Q2 2024

Aug 07, 2024
BUY
$120.85 - $132.7 $76,981 - $84,529
637 Added 28.95%
2,837 $375,000
Q1 2023

May 03, 2023
BUY
$92.74 - $102.46 $204,028 - $225,412
2,200 New
2,200 $220,000
Q1 2021

May 04, 2021
SELL
$93.02 - $100.44 $204,644 - $220,968
-2,200 Closed
0 $0
Q4 2020

Feb 03, 2021
BUY
$81.36 - $94.32 $178,992 - $207,503
2,200 New
2,200 $208,000

Others Institutions Holding IYY

# of Institutions
276
Shares Held
3.64M
Call Options Held
5.7K
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Private Wealth Partners, LLC Portfolio

Follow Private Wealth Partners, 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 Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email