A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 12,067 shares of IYF stock, worth $1.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,067
Previous 12,787 5.63%
Holding current value
$1.33 Million
Previous $895,000 8.94%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$67.55 - $79.83 $48,636 - $57,477
-720 Reduced 5.63%
12,067 $815,000
Q2 2022

Aug 12, 2022

SELL
$67.96 - $84.37 $45,533 - $56,527
-670 Reduced 4.98%
12,787 $895,000
Q1 2022

May 10, 2022

BUY
$78.62 - $91.32 $55,977 - $65,019
712 Added 5.59%
13,457 $1.14 Million
Q4 2021

Feb 16, 2022

BUY
$83.02 - $90.24 $130,175 - $141,496
1,568 Added 14.03%
12,745 $1.11 Million
Q3 2021

Nov 17, 2021

BUY
$79.17 - $85.45 $17,813 - $19,226
225 Added 2.05%
11,177 $922,000
Q2 2021

Aug 10, 2021

BUY
$75.91 - $83.61 $831,366 - $915,696
10,952 New
10,952 $888,000

Others Institutions Holding IYF

About ISHARES TR


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