A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 4,442 shares of IYF stock, worth $512,251. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,442
Previous 4,440 0.05%
Holding current value
$512,251
Previous $419,000 10.02%
% of portfolio
0.23%
Previous 0.22%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$93.83 - $105.05 $187 - $210
2 Added 0.05%
4,442 $461,000
Q2 2024

Aug 07, 2024

SELL
$89.39 - $96.85 $5,899 - $6,392
-66 Reduced 1.46%
4,440 $419,000
Q1 2024

May 13, 2024

SELL
$83.91 - $95.65 $28,948 - $32,999
-345 Reduced 7.11%
4,506 $430,000
Q4 2023

Feb 05, 2024

SELL
$70.7 - $85.68 $188,486 - $228,422
-2,666 Reduced 35.47%
4,851 $414,000
Q3 2023

Nov 07, 2023

SELL
$73.99 - $79.98 $242,909 - $262,574
-3,283 Reduced 30.4%
7,517 $561,000
Q2 2023

Aug 11, 2023

SELL
$68.91 - $74.74 $165,039 - $179,002
-2,395 Reduced 18.15%
10,800 $805,000
Q1 2023

May 03, 2023

BUY
$68.23 - $82.05 $173,031 - $208,078
2,536 Added 23.79%
13,195 $938,000
Q4 2022

Jan 18, 2023

BUY
$67.64 - $80.38 $139,676 - $165,984
2,065 Added 24.03%
10,659 $0
Q3 2022

Oct 31, 2022

SELL
$67.55 - $79.83 $945 - $1,117
-14 Reduced 0.16%
8,594 $581,000
Q2 2022

Aug 01, 2022

SELL
$67.96 - $84.37 $99,153 - $123,095
-1,459 Reduced 14.49%
8,608 $602,000
Q1 2022

May 10, 2022

BUY
$78.62 - $91.32 $21,463 - $24,930
273 Added 2.79%
10,067 $851,000
Q4 2021

Feb 02, 2022

BUY
$83.02 - $90.24 $108,756 - $118,214
1,310 Added 15.44%
9,794 $837,000
Q3 2021

Nov 08, 2021

BUY
$79.17 - $85.45 $7,283 - $7,861
92 Added 1.1%
8,484 $766,000
Q2 2021

Jul 28, 2021

BUY
$75.91 - $83.61 $13,284 - $14,631
175 Added 2.13%
8,392 $693,000
Q1 2021

May 06, 2021

SELL
$65.2 - $76.35 $3,912 - $4,581
-60 Reduced 0.72%
8,217 $637,000
Q4 2020

Jan 27, 2021

BUY
$55.06 - $66.77 $227,838 - $276,294
4,138 Added 99.98%
8,277 $553,000
Q3 2020

Oct 26, 2020

SELL
$54.05 - $60.26 $145,448 - $162,159
-2,691 Reduced 39.4%
4,139 $486,000
Q2 2020

Jul 24, 2020

SELL
$45.62 - $62.0 $37,955 - $51,584
-832 Reduced 10.86%
6,830 $752,000
Q1 2020

Apr 15, 2020

SELL
$41.18 - $71.71 $40,521 - $70,562
-984 Reduced 11.38%
7,662 $799,000
Q4 2019

Feb 07, 2020

BUY
$62.23 - $68.93 $538,040 - $595,968
8,646 New
8,646 $1.19 Million

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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