True Private Wealth Advisors Ishares Tr Transaction History

True Private Wealth Advisors

  • $857 Million
  • Q1 2024

A detailed history of True Private Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, True Private Wealth Advisors holds 8,207 shares of IYE stock, worth $393,525. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,207
Previous 7,864 4.36%
Holding current value
$393,525
Previous $346,000 17.05%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Apr 25, 2024
BUY
$41.9 - $49.4 $14,371 - $16,944
343 Added 4.36%
8,207 $405,000
Q3 2023

Nov 13, 2023
BUY
$41.76 - $48.97 $20,420 - $23,946
489 Added 6.63%
7,864 $372,000
Q2 2023

Aug 11, 2023
BUY
$40.39 - $45.87 $40 - $45
1 Added 0.01%
7,375 $315,000
Q1 2023

May 11, 2023
SELL
$40.63 - $49.07 $56,841 - $68,648
-1,399 Reduced 15.95%
7,374 $322,000
Q4 2022

Feb 14, 2023
BUY
$44.46 - $50.5 $99,457 - $112,968
2,237 Added 34.23%
8,773 $407,000
Q3 2022

Nov 04, 2022
BUY
$36.07 - $45.64 $6,997 - $8,854
194 Added 3.06%
6,536 $256,000
Q2 2022

Jul 28, 2022
SELL
$37.64 - $48.83 $346,626 - $449,675
-9,209 Reduced 59.22%
6,342 $241,000
Q1 2022

May 09, 2022
SELL
$31.0 - $42.12 $179,986 - $244,548
-5,806 Reduced 27.19%
15,551 $675,000
Q4 2021

Feb 11, 2022
SELL
$28.79 - $32.36 $150,715 - $169,404
-5,235 Reduced 19.69%
21,357 $642,000
Q3 2021

Nov 05, 2021
BUY
$24.81 - $29.6 $42,871 - $51,148
1,728 Added 6.95%
26,592 $751,000
Q2 2021

Aug 10, 2021
BUY
$25.2 - $30.0 $138,448 - $164,820
5,494 Added 28.36%
24,864 $723,000
Q1 2021

May 12, 2021
BUY
$20.29 - $28.47 $174,311 - $244,585
8,591 Added 79.7%
19,370 $508,000
Q4 2020

Jan 11, 2021
BUY
$14.89 - $22.07 $11,107 - $16,464
746 Added 7.44%
10,779 $218,000
Q3 2020

Oct 09, 2020
BUY
$15.96 - $20.59 $30,866 - $39,821
1,934 Added 23.88%
10,033 $160,000
Q1 2020

Apr 20, 2020
BUY
$12.58 - $32.54 $101,885 - $263,541
8,099 New
8,099 $123,000
Q4 2018

Jan 14, 2019
SELL
$29.27 - $43.05 $8.03 Million - $11.8 Million
-274,481 Closed
0 $0
Q3 2018

Oct 18, 2018
BUY
$39.59 - $42.74 $10.9 Million - $11.7 Million
274,481 New
274,481 $0

Others Institutions Holding IYE

# of Institutions
330
Shares Held
14.8M
Call Options Held
38.1K
Put Options Held
2.9K
View Full List

About ISHARES TR

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

Track True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors 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 True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email