A detailed history of Tyler Stone Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Tyler Stone Wealth Management holds 5,787 shares of IYE stock, worth $257,000. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,787
Previous 2,872 101.5%
Holding current value
$257,000
Previous $137,000 95.62%
% of portfolio
0.05%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$44.44 - $49.18 $129,542 - $143,359
2,915 Added 101.5%
5,787 $268,000
Q2 2024

Aug 14, 2024

BUY
$46.21 - $51.17 $231 - $255
5 Added 0.17%
2,872 $137,000
Q1 2024

May 15, 2024

BUY
$41.9 - $49.4 $209 - $247
5 Added 0.17%
2,867 $141,000
Q4 2023

Feb 14, 2024

BUY
$42.54 - $48.28 $510 - $579
12 Added 0.42%
2,862 $126,000
Q2 2023

Aug 14, 2023

BUY
$40.39 - $45.87 $484 - $550
12 Added 0.42%
2,850 $122,000
Q4 2022

Feb 14, 2023

BUY
$41.43 - $50.5 $662 - $808
16 Added 0.57%
2,838 $132,000
Q2 2022

Aug 11, 2022

SELL
$37.64 - $48.83 $15,206 - $19,727
-404 Reduced 12.52%
2,822 $108,000
Q1 2022

May 12, 2022

BUY
$31.0 - $42.12 $100,006 - $135,879
3,226 New
3,226 $132,000

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management 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 Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.