Sargent Investment Group, LLC Ishares Tr Transaction History

Sargent Investment Group, LLC

  • $616 Million
  • Q4 2024

A detailed history of Sargent Investment Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sargent Investment Group, LLC holds 5,130 shares of IYF stock, worth $584,973. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,130
Holding current value
$584,973
% of portfolio
0.09%

Shares

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

Jan 27, 2025
BUY
$102.7 - $119.05 $526,851 - $610,726
5,130 New
5,130 $567,000
Q4 2020

Feb 10, 2021
BUY
$55.06 - $66.77 $141,228 - $171,265
2,565 Added 100.0%
5,130 $343,000
Q2 2020

Aug 11, 2020
SELL
$45.62 - $62.0 $111,084 - $150,970
-2,435 Reduced 48.7%
2,565 $282,000
Q3 2019

Oct 29, 2019
BUY
$64.16 - $65.19 $320,800 - $325,950
5,000 New
5,000 $644,000

Others Institutions Holding IYF

# of Institutions
458
Shares Held
19.8M
Call Options Held
28.3K
Put Options Held
35.3K
View Full List

About ISHARES TR

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