Stifel Financial Corp Ishares Tr Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in Ishares Tr stock. As of the latest transaction made, Stifel Financial Corp holds 3,792 shares of IYM stock, worth $497,434. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,792

Previous 3,535 7.27%

Holding current value

$497,434

Previous $494,000 15.18%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$136.13 - $151.64 $34,985 - $38,971	257 Added 7.27%	3,792 $569,000
Q2 2024 Aug 13, 2024	BUY	$140.01 - $149.03 $69,444 - $73,918	496 Added 16.32%	3,535 $494,000
Q1 2024 May 13, 2024	SELL	$130.2 - $147.73 $8,332 - $9,454	-64 Reduced 2.06%	3,039 $448,000
Q4 2023 Feb 12, 2024	SELL	$119.29 - $139.6 $45,688 - $53,466	-383 Reduced 10.99%	3,103 $428,000
Q3 2023 Nov 13, 2023	SELL	$124.84 - $138.68 $6.05 Million - $6.72 Million	-48,434 Reduced 93.29%	3,486 $440,000
Q2 2023 Aug 14, 2023	BUY	$120.69 - $133.93 $182,966 - $203,037	1,516 Added 3.01%	51,920 $6.91 Million
Q1 2023 May 12, 2023	BUY	$124.32 - $140.43 $554,342 - $626,177	4,459 Added 9.71%	50,404 $6.68 Million
Q4 2022 Feb 13, 2023	SELL	$109.29 - $133.88 $2.28 Million - $2.8 Million	-20,902 Reduced 31.27%	45,945 $5.73 Million
Q3 2022 Nov 14, 2022	BUY	$106.58 - $130.61 $342,121 - $419,258	3,210 Added 5.04%	66,847 $7.23 Million
Q2 2022 Aug 15, 2022	BUY	$117.72 - $154.02 $4.16 Million - $5.44 Million	35,314 Added 124.68%	63,637 $7.49 Million
Q1 2022 May 13, 2022	BUY	$128.72 - $151.73 $3.65 Million - $4.3 Million	28,323 New	28,323 $4.24 Million
Q4 2021 Feb 14, 2022	SELL	$125.86 - $141.73 $284,317 - $320,168	-2,259 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$122.85 - $135.99 $466,092 - $515,946	-3,794 Reduced 62.68%	2,259 $281,000
Q2 2021 Aug 13, 2021	BUY	$126.01 - $141.25 $762,738 - $854,986	6,053 New	6,053 $789,000
Q1 2021 May 14, 2021	SELL	$111.16 - $126.89 $668,293 - $762,862	-6,012 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$95.24 - $113.41 $952 - $1,134	10 Added 0.17%	6,012 $682,000
Q3 2020 Nov 16, 2020	BUY	$89.06 - $104.94 $534,538 - $629,849	6,002 New	6,002 $592,000
Q1 2019 May 14, 2019	SELL	$82.06 - $93.91 $330,455 - $378,175	-4,027 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$78.95 - $99.65 $1,894 - $2,391	24 Added 0.6%	4,027 $338,000
Q3 2018 Nov 13, 2018	BUY	$97.95 - $102.95 $164,360 - $172,750	1,678 Added 72.17%	4,003 $394,000
Q2 2018 Aug 14, 2018	SELL	$94.0 - $104.36 $192,794 - $214,042	-2,051 Reduced 46.87%	2,325 $231,000
Q1 2018 May 11, 2018	BUY	$94.17 - $108.05 $167,057 - $191,680	1,774 Added 68.18%	4,376 $419,000
Q4 2017 Feb 14, 2018	BUY	$96.74 - $102.54 $24,185 - $25,635	250 Added 10.63%	2,602 $266,000
Q3 2017 Nov 13, 2017	BUY	$95.26 - $95.84 $224,051 - $225,415	2,352	2,352 $0

Others Institutions Holding IYM

# of Institutions

213

Shares Held

2.51M

Call Options Held

3.9K

Put Options Held

100

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp Ishares Tr Transaction History