Wealth Management Associates, Inc. Ishares Tr Transaction History

Wealth Management Associates, Inc.

$257 Billion
Q2 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 6,951 shares of IYF stock, worth $846,840. This represents 0.33% of its overall portfolio holdings.

Number of Shares

6,951

Previous 6,755 2.9%

Holding current value

$846,840

Previous $762 Million 10.33%

% of portfolio

0.33%

Previous 0.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$99.23 - $120.99 $19,449 - $23,714	196 Added 2.9%	6,951 $841 Million
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

506

Shares Held

19.7M

Call Options Held

27.5K

Put Options Held

48.6K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Account

Wealth Management Associates, Inc. Ishares Tr Transaction History