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 $1.91 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
44,303
Previous 15,291 189.73%
Holding current value
$1.91 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
339
Shares Held
15M
Call Options Held
9.8K
Put Options Held
1.1K
View Full List

About ISHARES TR

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

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email