True Wealth Advisors, LLC Ishares Tr Transaction History

True Wealth Advisors, LLC

  • $240 Million
  • Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,388 shares of IYF stock, worth $226,931. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,388
Previous 2,388 -0.0%
Holding current value
$226,931
Previous $203,000 12.32%
% of portfolio
0.09%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
SELL
$70.7 - $85.68 $45,672 - $55,349
-646 Reduced 21.29%
2,388 $203,000
Q3 2023

Nov 07, 2023
SELL
$73.99 - $79.98 $39,288 - $42,469
-531 Reduced 14.89%
3,034 $226,000
Q2 2023

Jul 31, 2023
SELL
$68.91 - $74.74 $35,626 - $38,640
-517 Reduced 12.67%
3,565 $265,000
Q1 2023

Apr 19, 2023
BUY
$68.23 - $82.05 $37,799 - $45,455
554 Added 15.7%
4,082 $290,000
Q4 2022

Jan 23, 2023
SELL
$73.74 - $80.38 $53,756 - $58,597
-729 Reduced 17.12%
3,528 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-1,929 Reduced 31.18%
4,257 $288,000
Q2 2022

Jul 27, 2022
SELL
N/A
-2,806 Reduced 31.21%
6,186 $433,000
Q1 2022

May 05, 2022
BUY
N/A
1,187 Added 15.21%
8,992 $779,000
Q1 2022

May 04, 2022
SELL
N/A
-1,187 Reduced 13.2%
7,805 $602,000
Q4 2021

Feb 02, 2022
SELL
N/A
-814 Reduced 8.3%
8,992 $779,000
Q3 2021

Oct 25, 2021
SELL
N/A
-992 Reduced 9.19%
9,806 $809,000
Q2 2021

Jul 23, 2021
SELL
N/A
-28,093 Reduced 72.24%
10,798 $875,000
Q1 2021

Apr 22, 2021
BUY
N/A
7,829 Added 25.2%
38,891 $0
Q4 2020

Jan 25, 2021
BUY
N/A
31,062 New
31,062 $2.13 Million

Others Institutions Holding IYF

# of Institutions
371
Shares Held
15.8M
Call Options Held
8.4K
Put Options Held
12.9K
View Full List

About ISHARES TR

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