Venturi Wealth Management, LLC Ishares Tr Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 66 shares of IYG stock, worth $5,499. This represents 0.0% of its overall portfolio holdings.

Number of Shares
66
Previous 66 -0.0%
Holding current value
$5,499
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024
BUY
$63.91 - $191.92 $2,812 - $8,444
44 Added 200.0%
66 $4,000
Q1 2023

May 02, 2023
BUY
$145.23 - $176.24 $3,195 - $3,877
22 New
22 $3,000
Q4 2020

Jan 28, 2021
SELL
$39.45 - $50.02 $227,113 - $287,965
-5,757 Closed
0 $0
Q3 2020

Nov 03, 2020
BUY
$38.91 - $43.53 $224,004 - $250,602
5,757 New
5,757 $702,000

Others Institutions Holding IYG

# of Institutions
257
Shares Held
12.5M
Call Options Held
9.2K
Put Options Held
0
View Full List

About ISHARES TR

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