Waypoint Wealth Counsel Ishares Tr Transaction History

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025

A detailed history of Waypoint Wealth Counsel transactions in Ishares Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,215 shares of IYF stock, worth $269,853. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,215
Previous 2,207 0.36%
Holding current value
$269,853
Previous $249 Million 7.56%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Jul 25, 2025
BUY
$99.23 - $120.99 $793 - $967
8 Added 0.36%
2,215 $268 Million
Q1 2025

Apr 23, 2025
BUY
$107.69 - $119.37 $753 - $835
7 Added 0.32%
2,207 $249 Million
Q4 2024

Jan 22, 2025
BUY
$102.7 - $119.05 $924 - $1,071
9 Added 0.41%
2,200 $243 Million
Q3 2024

Oct 04, 2024
BUY
$93.83 - $105.05 $750 - $840
8 Added 0.37%
2,191 $228 Million
Q2 2024

Jul 19, 2024
BUY
$89.39 - $96.85 $625 - $677
7 Added 0.32%
2,183 $206 Million
Q1 2024

Apr 12, 2024
BUY
$83.91 - $95.65 $182,588 - $208,134
2,176 New
2,176 $208 Million

Others Institutions Holding IYF

# of Institutions
506
Shares Held
19.7M
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
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