Wealthsource Partners, LLC Ishares Tr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 44,303 shares of IYE stock, worth $1.97 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
44,303
Previous 15,291 189.73%
Holding current value
$1.97 Million
Previous $725,000 169.52%
% of portfolio
0.13%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$42.54 - $48.28 $1.23 Million - $1.4 Million
29,012 Added 189.73%
44,303 $1.95 Million
Q3 2023

Nov 09, 2023
SELL
$41.76 - $48.97 $91,162 - $106,901
-2,183 Reduced 12.49%
15,291 $725,000
Q2 2023

Aug 14, 2023
SELL
$40.39 - $45.87 $66,158 - $75,135
-1,638 Reduced 8.57%
17,474 $748,000
Q1 2023

May 15, 2023
SELL
$40.63 - $49.07 $2.79 Million - $3.37 Million
-68,621 Reduced 78.22%
19,112 $836,000
Q4 2022

Feb 09, 2023
SELL
$41.43 - $50.5 $607,280 - $740,229
-14,658 Reduced 14.32%
87,733 $4.08 Million
Q3 2022

Nov 14, 2022
SELL
$36.07 - $45.64 $4.63 Million - $5.86 Million
-128,484 Reduced 55.65%
102,391 $4.03 Million
Q2 2022

Aug 10, 2022
SELL
$37.64 - $48.83 $4.05 Million - $5.26 Million
-107,630 Reduced 31.8%
230,875 $8.8 Million
Q1 2022

May 09, 2022
SELL
$31.0 - $42.12 $51,615 - $70,129
-1,665 Reduced 0.49%
338,505 $13.9 Million
Q4 2021

Feb 14, 2022
SELL
$28.79 - $32.36 $136,003 - $152,868
-4,724 Reduced 1.37%
340,170 $10.2 Million
Q3 2021

Nov 18, 2021
SELL
$24.81 - $29.6 $1.13 Million - $1.35 Million
-45,688 Reduced 11.7%
344,894 $9.75 Million
Q2 2021

Nov 18, 2021
BUY
$25.2 - $30.0 $1.68 Million - $2 Million
66,695 Added 20.59%
390,582 $11.4 Million
Q1 2021

Jun 21, 2021
BUY
$20.29 - $28.47 $6.57 Million - $9.22 Million
323,887 New
323,887 $8.5 Million

Others Institutions Holding IYE

# of Institutions
340
Shares Held
14.8M
Call Options Held
9K
Put Options Held
1K
View Full List

About ISHARES TR

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