A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 33 shares of IYM stock, worth $4,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33
Previous 2,933 98.87%
Holding current value
$4,638
Previous $405,000 99.01%
% of portfolio
0.0%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$130.2 - $147.73 $377,579 - $428,416
-2,900 Reduced 98.87%
33 $4,000
Q4 2023

Feb 14, 2024

BUY
$119.29 - $139.6 $41,274 - $48,301
346 Added 13.37%
2,933 $405,000
Q3 2023

Dec 11, 2023

BUY
$124.84 - $138.68 $35,579 - $39,523
285 Added 12.38%
2,587 $326,000
Q2 2023

Aug 15, 2023

BUY
$120.69 - $133.93 $9,655 - $10,714
80 Added 3.6%
2,302 $306,000
Q1 2023

May 17, 2023

BUY
$124.32 - $140.43 $48,484 - $54,767
390 Added 21.29%
2,222 $294,000
Q4 2022

Feb 08, 2023

BUY
$116.06 - $133.88 $212,621 - $245,268
1,832 New
1,832 $228,000
Q4 2019

Feb 14, 2020

BUY
$87.15 - $97.94 $11,416 - $12,830
131 New
131 $3.21 Million

Others Institutions Holding IYM

About ISHARES TR


  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
Track This Portfolio

Track Sunbelt Securities, Inc. Portfolio

Follow Sunbelt Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.