Trademark Financial Management, LLC Ishares Tr Transaction History

Trademark Financial Management, LLC

  • $164 Billion
  • Q2 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Trademark Financial Management, LLC holds 13,107 shares of IYF stock, worth $1.59 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
13,107
Previous 3,417 283.58%
Holding current value
$1.59 Million
Previous $386 Million 311.25%
% of portfolio
0.97%
Previous 0.29%

Shares

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

Jul 31, 2025
BUY
$99.23 - $120.99 $961,538 - $1.17 Million
9,690 Added 283.58%
13,107 $1.59 Billion
Q1 2025

Apr 25, 2025
SELL
$107.69 - $119.37 $270,086 - $299,379
-2,508 Reduced 42.33%
3,417 $386 Million
Q4 2024

Jan 30, 2025
BUY
$102.7 - $119.05 $88,322 - $102,383
860 Added 16.98%
5,925 $655 Million
Q3 2024

Oct 31, 2024
BUY
$93.83 - $105.05 $475,248 - $532,078
5,065 New
5,065 $526 Million

Others Institutions Holding IYF

# of Institutions
496
Shares Held
21.3M
Call Options Held
29K
Put Options Held
10.4K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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