Wealthsource Partners, LLC Ishares Tr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 10, 2022
SELL
$67.96 - $84.37 $358,081 - $444,545
-5,269 Reduced 61.38%
3,315 $232,000
Q1 2022

May 09, 2022
SELL
$78.62 - $91.32 $170,290 - $197,799
-2,166 Reduced 20.15%
8,584 $726,000
Q4 2021

Feb 14, 2022
BUY
$83.02 - $90.24 $210,289 - $228,577
2,533 Added 30.83%
10,750 $932,000
Q3 2021

Nov 18, 2021
SELL
$79.17 - $85.45 $46,314 - $49,988
-585 Reduced 6.65%
8,217 $678,000
Q2 2021

Nov 18, 2021
SELL
$75.91 - $83.61 $13,056 - $14,380
-172 Reduced 1.92%
8,802 $713,000
Q1 2021

Jun 21, 2021
SELL
$65.2 - $76.35 $15,191 - $17,789
-233 Reduced 2.53%
8,974 $672,000
Q4 2020

Feb 12, 2021
SELL
$55.06 - $66.77 $341,151 - $413,706
-6,196 Reduced 40.23%
9,207 $615,000
Q3 2020

Nov 16, 2020
BUY
$54.05 - $60.26 $832,532 - $928,184
15,403 New
15,403 $0
Q1 2020

May 12, 2020
SELL
$41.18 - $71.71 $66,588 - $115,955
-1,617 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$62.23 - $68.93 $1,244 - $1,378
-20 Reduced 1.22%
1,617 $223,000
Q2 2019

Aug 09, 2019
BUY
N/A
1,637 New
1,637 $206,000

Others Institutions Holding IYF

# of Institutions
409
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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