Stratos Wealth Advisors, LLC Ishares Tr Transaction History

Stratos Wealth Advisors, LLC

  • $1.75 Billion
  • Q1 2025

A detailed history of Stratos Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 4,716 shares of IYM stock, worth $634,915. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,716
Previous 4,101 15.0%
Holding current value
$634,915
Previous $532,000 19.36%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$128.53 - $142.03 $79,045 - $87,348
615 Added 15.0%
4,716 $635,000
Q4 2024

Jan 27, 2025
BUY
$129.15 - $153.25 $529,644 - $628,478
4,101 New
4,101 $532,000
Q2 2020

Jul 28, 2020
SELL
$65.8 - $95.31 $7,106 - $10,293
-108 Closed
0 $0
Q1 2020

May 04, 2020
BUY
$59.63 - $96.97 $6,440 - $10,472
108 New
108 $7,000

Others Institutions Holding IYM

# of Institutions
215
Shares Held
2.4M
Call Options Held
8.4K
Put Options Held
300
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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