Warren Averett Asset Management, LLC Ishares Tr Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 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 16,424 shares of IYJ stock, worth $2.23 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,424
Previous 17,120 4.07%
Holding current value
$2.23 Million
Previous $2.29 Million 4.15%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$132.97 - $143.93 $92,547 - $100,175
-696 Reduced 4.07%
16,424 $2.19 Million
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
338
Shares Held
6.59M
Call Options Held
35.9K
Put Options Held
11.8K
View Full List

About ISHARES TR

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