Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,965 shares of IYJ stock, worth $426,752. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,965
Previous 2,792 6.2%
Holding current value
$426,752
Previous $333,000 18.92%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$118.32 - $133.67 $20,469 - $23,124
173 Added 6.2%
2,965 $396,000
Q2 2022

Aug 09, 2022
BUY
$86.15 - $105.81 $15,937 - $19,574
185 Added 7.1%
2,792 $246,000
Q1 2022

May 09, 2022
BUY
$97.52 - $114.07 $254,234 - $297,380
2,607 New
2,607 $275,000

Others Institutions Holding IYJ

# of Institutions
318
Shares Held
6.08M
Call Options Held
29.4K
Put Options Held
0
View Full List

About ISHARES TR

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

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email