Warren Averett Asset Management, LLC Ishares Tr Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 17,120 shares of IYJ stock, worth $2.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,120
Previous 18,143 5.64%
Holding current value
$2.31 Million
Previous $2.17 Million 5.63%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024
SELL
$118.32 - $133.67 $121,041 - $136,744
-1,023 Reduced 5.64%
17,120 $2.29 Million
Q2 2024

Aug 14, 2024
BUY
$119.1 - $125.05 $10,838 - $11,379
91 Added 0.5%
18,143 $2.17 Million
Q1 2024

May 15, 2024
BUY
$111.23 - $125.71 $2.01 Million - $2.27 Million
18,052 New
18,052 $2.27 Million

Others Institutions Holding IYJ

# of Institutions
317
Shares Held
6.08M
Call Options Held
29.4K
Put Options Held
0
View Full List

About ISHARES TR

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