Sea Crest Wealth Management, LLC Ishares Tr Transaction History

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,309 shares of IYF stock, worth $290,172. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,309
Previous 2,398 3.71%
Holding current value
$290,172
Previous $267,000 4.49%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$99.23 - $120.99 $8,831 - $10,768
-89 Reduced 3.71%
2,309 $279,000
Q1 2025

Apr 11, 2025
BUY
$107.69 - $119.37 $23,368 - $25,903
217 Added 9.95%
2,398 $267,000
Q4 2024

Jan 14, 2025
SELL
$102.7 - $119.05 $102 - $119
-1 Reduced 0.05%
2,181 $241,000
Q3 2024

Oct 16, 2024
BUY
$93.83 - $105.05 $93 - $105
1 Added 0.05%
2,182 $226,000
Q1 2024

Apr 18, 2024
BUY
$83.91 - $95.65 $183,007 - $208,612
2,181 New
2,181 $208,000

Others Institutions Holding IYF

# of Institutions
506
Shares Held
19.7M
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
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email