Swisher Financial Concepts, Inc. Ishares Tr Transaction History

Swisher Financial Concepts, Inc.

  • $109 Million
  • Q1 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 4,457 shares of IYJ stock, worth $623,266. This represents 0.53% of its overall portfolio holdings.

Number of Shares
4,457
Previous 2,799 59.24%
Holding current value
$623,266
Previous $373,000 54.16%
% of portfolio
0.53%
Previous 0.46%

Shares

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

Apr 09, 2025
BUY
$127.48 - $142.0 $211,361 - $235,436
1,658 Added 59.24%
4,457 $575,000
Q4 2024

Feb 13, 2025
SELL
$132.97 - $143.93 $344,126 - $372,490
-2,588 Reduced 48.04%
2,799 $373,000
Q3 2024

Nov 05, 2024
SELL
$118.32 - $133.67 $85,308 - $96,376
-721 Reduced 11.8%
5,387 $715,000
Q1 2024

Apr 23, 2024
SELL
$111.23 - $125.71 $26,027 - $29,416
-234 Reduced 3.69%
6,108 $751,000
Q4 2023

Feb 13, 2024
BUY
$95.31 - $114.66 $604,456 - $727,173
6,342 New
6,342 $725,000

Others Institutions Holding IYJ

# of Institutions
338
Shares Held
7.05M
Call Options Held
10.2K
Put Options Held
15K
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Swisher Financial Concepts, Inc. Portfolio

Follow Swisher Financial Concepts, 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 Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email