Transform Wealth, LLC Ishares Tr Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 26,476 shares of IYF stock, worth $2.93 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
26,476
Holding current value
$2.93 Million
% of portfolio
0.19%

Shares

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

Apr 15, 2025
BUY
$107.69 - $119.37 $2.85 Million - $3.16 Million
26,476 New
26,476 $2.96 Million
Q1 2020

Apr 30, 2020
SELL
$41.18 - $71.71 $70,623 - $122,982
-1,715 Closed
0 $0
Q4 2019

Jan 24, 2020
SELL
$62.23 - $68.93 $59,305 - $65,690
-953 Reduced 35.72%
1,715 $236,000
Q2 2019

Jul 30, 2019
SELL
N/A
-1,395 Reduced 34.33%
2,668 $335,000
Q4 2018

Jan 30, 2019
BUY
N/A
4,063 New
4,063 $432,000

Others Institutions Holding IYF

# of Institutions
460
Shares Held
19.3M
Call Options Held
44.4K
Put Options Held
35.3K
View Full List

About ISHARES TR

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