Wealth Management Associates, Inc. Ishares Tr Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 6,755 shares of IYF stock, worth $782,769. This represents 0.33% of its overall portfolio holdings.

Number of Shares

6,755

Previous 6,287 7.44%

Holding current value

$782,769

Previous $695 Million 9.64%

% of portfolio

0.33%

Previous 0.3%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	BUY	$107.69 - $119.37 $50,398 - $55,865	468 Added 7.44%	6,755 $762 Million
Q4 2024 May 28, 2025	BUY	$102.7 - $119.05 $20,334 - $23,571	198 Added 3.25%	6,287 $695 Million
Q3 2024 May 28, 2025	BUY	$93.83 - $105.05 $12,385 - $13,866	132 Added 2.22%	6,089 $633 Million
Q1 2024 May 28, 2025	SELL	$83.91 - $95.65 $7,467 - $8,512	-89 Reduced 1.47%	5,957 $563 Million
Q4 2023 May 28, 2025	SELL	$70.7 - $85.68 $8,554 - $10,367	-121 Reduced 1.96%	6,046 $516 Million
Q3 2023 May 28, 2025	BUY	$73.99 - $79.98 $1,923 - $2,079	26 Added 0.42%	6,167 $461 Million
Q2 2023 May 28, 2025	SELL	$68.91 - $74.74 $136,855 - $148,433	-1,986 Reduced 24.44%	6,141 $458 Million
Q1 2023 May 28, 2025	SELL	$68.23 - $82.05 $5,390 - $6,481	-79 Reduced 0.96%	8,127 $578 Million
Q4 2022 May 28, 2025	BUY	$67.64 - $80.38 $17,992 - $21,381	266 Added 3.35%	8,206 $619 Million
Q3 2022 May 28, 2025	BUY	$67.55 - $79.83 $145,164 - $171,554	2,149 Added 37.11%	7,940 $536 Million
Q2 2022 May 28, 2025	SELL	$67.96 - $84.37 $8,970 - $11,136	-132 Reduced 2.23%	5,791 $405 Million
Q1 2022 May 28, 2025	BUY	$78.62 - $91.32 $43,476 - $50,499	553 Added 10.3%	5,923 $501 Million
Q4 2021 May 28, 2025	BUY	$83.02 - $90.24 $95,805 - $104,136	1,154 Added 27.37%	5,370 $466 Million
Q3 2021 May 28, 2025	BUY	$79.17 - $85.45 $103,237 - $111,426	1,304 Added 44.78%	4,216 $348 Million
Q2 2021 May 28, 2025	BUY	$75.91 - $83.61 $221,049 - $243,472	2,912 New	2,912 $236 Million

Others Institutions Holding IYF

# of Institutions

464

Shares Held

20.7M

Call Options Held

45.1K

Put Options Held

38.5K

View Full List

About ISHARES TR

Ticker IYF
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Wealth Management Associates, Inc. Ishares Tr Transaction History