Waypoint Wealth Counsel Ishares Tr Transaction History

Waypoint Wealth Counsel

  • $153 Billion
  • Q4 2024

A detailed history of Waypoint Wealth Counsel transactions in Ishares Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,200 shares of IYF stock, worth $250,866. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,200
Previous 2,191 0.41%
Holding current value
$250,866
Previous $228 Million 6.87%
% of portfolio
0.16%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
458
Shares Held
19.8M
Call Options Held
28.3K
Put Options Held
35.3K
View Full List

About ISHARES TR

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