Sovereign Financial Group, Inc. Ishares Tr Transaction History

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 3,974 shares of IYY stock, worth $544,318. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,974
Previous 4,078 2.55%
Holding current value
$544,318
Previous $569,000 0.18%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jan 14, 2025
SELL
$138.14 - $149.13 $14,366 - $15,509
-104 Reduced 2.55%
3,974 $568,000
Q3 2024

Oct 08, 2024
SELL
$125.77 - $139.59 $13,080 - $14,517
-104 Reduced 2.49%
4,078 $569,000
Q4 2023

Feb 06, 2024
BUY
$99.95 - $116.88 $417,990 - $488,792
4,182 New
4,182 $487,000

Others Institutions Holding IYY

# of Institutions
280
Shares Held
3.9M
Call Options Held
5.6K
Put Options Held
100
View Full List

About ISHARES TR

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

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. 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 Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email