Watts Gwilliam & Co., LLC Ishares Tr Transaction History

Watts Gwilliam & Co., LLC

  • $569 Million
  • Q2 2025

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares Tr stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 5,150 shares of IYF stock, worth $641,638. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,150
Previous 6,342 18.8%
Holding current value
$641,638
Previous $715,000 12.87%
% of portfolio
0.11%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 19, 2025
SELL
$99.23 - $120.99 $118,282 - $144,220
-1,192 Reduced 18.8%
5,150 $623,000
Q1 2025

May 13, 2025
SELL
$107.69 - $119.37 $9,045 - $10,027
-84 Reduced 1.31%
6,342 $715,000
Q4 2024

Jan 08, 2025
SELL
$102.7 - $119.05 $40,258 - $46,667
-392 Reduced 5.75%
6,426 $713 Million
Q3 2024

Oct 09, 2024
SELL
$93.83 - $105.05 $59,019 - $66,076
-629 Reduced 8.45%
6,818 $709 Million
Q1 2024

May 15, 2024
BUY
$83.91 - $95.65 $624,877 - $712,305
7,447 New
7,447 $710 Million

Others Institutions Holding IYF

# of Institutions
518
Shares Held
20.2M
Call Options Held
27.5K
Put Options Held
48.6K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Watts Gwilliam & Co., LLC Portfolio

Follow Watts Gwilliam & Co., LLC 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 Watts Gwilliam & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watts Gwilliam & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email