Strategic Wealth Partners, Ltd. Ishares Tr Transaction History

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,462 shares of IYF stock, worth $431,330. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,462
Previous 3,024 14.48%
Holding current value
$431,330
Previous $334,000 25.15%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 11, 2025
BUY
$99.23 - $120.99 $43,462 - $52,993
438 Added 14.48%
3,462 $418,000
Q4 2024

Feb 14, 2025
BUY
$102.7 - $119.05 $310,564 - $360,007
3,024 New
3,024 $334,000
Q4 2019

Jan 30, 2020
SELL
$62.23 - $68.93 $3,858 - $4,273
-62 Closed
0 $0
Q1 2018

Jul 13, 2018
BUY
N/A
62 New
62 $7,000

Others Institutions Holding IYF

# of Institutions
517
Shares Held
20.2M
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
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