Wealthpoint, LLC Ishares Tr Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

A detailed history of Wealthpoint, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthpoint, LLC holds 1,297 shares of IYG stock, worth $96,756. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,297
Previous 1,297 -0.0%
Holding current value
$96,756
Previous $204,000 1.96%
% of portfolio
0.08%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$144.44 - $157.99 $187,338 - $204,913
1,297 New
1,297 $204,000
Q4 2022

Jan 24, 2023
BUY
$46.92 - $169.19 $60,855 - $219,439
1,297 New
1,297 $0
Q2 2022

Jul 18, 2022
SELL
$48.28 - $60.23 $86,904 - $108,414
-1,800 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
$55.98 - $67.65 $28,157 - $34,027
503 Added 38.78%
1,800 $325,000
Q4 2021

Feb 11, 2022
SELL
$61.79 - $67.85 $46,033 - $50,548
-745 Reduced 36.48%
1,297 $250,000
Q3 2021

Nov 01, 2021
BUY
$59.43 - $64.96 $178 - $194
3 Added 0.15%
2,042 $384,000
Q2 2021

Jul 26, 2021
BUY
$57.88 - $63.59 $42,946 - $47,183
742 Added 57.21%
2,039 $378,000
Q1 2021

Apr 27, 2021
BUY
$48.45 - $58.92 $62,839 - $76,419
1,297 New
1,297 $222,000
Q1 2019

May 16, 2019
SELL
N/A
-1,255 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
N/A
1,255 New
1,255 $141,000

Others Institutions Holding IYG

# of Institutions
273
Shares Held
13.1M
Call Options Held
13.1K
Put Options Held
0
View Full List

About ISHARES TR

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