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 13,461 shares of IYJ stock, worth $1.99 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,461
Holding current value
$1.99 Million
% of portfolio
0.11%

Shares

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

Apr 15, 2025
BUY
$127.48 - $142.0 $1.72 Million - $1.91 Million
13,461 New
13,461 $1.74 Million
Q1 2020

Apr 30, 2020
SELL
$52.08 - $87.1 $66,141 - $110,617
-1,270 Closed
0 $0
Q3 2019

Oct 24, 2019
SELL
$75.18 - $80.81 $48,641 - $52,284
-647 Reduced 33.75%
1,270 $202,000
Q1 2019

Apr 12, 2019
BUY
$62.56 - $76.42 $119,927 - $146,497
1,917 New
1,917 $291,000

Others Institutions Holding IYJ

# of Institutions
346
Shares Held
7.17M
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
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