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 $105,653. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,297
Previous 1,297 -0.0%
Holding current value
$105,653
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
250
Shares Held
12.6M
Call Options Held
9.2K
Put Options Held
0
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
Track This Portfolio

Track Wealthpoint, LLC Portfolio

Follow Wealthpoint, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email