Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

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 $435,973. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,965
Previous 2,965 -0.0%
Holding current value
$435,973
Previous $385,000 9.35%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$127.48 - $142.0 $2,932 - $3,266
-23 Reduced 0.77%
2,965 $385,000
Q4 2024

Feb 03, 2025
BUY
$132.97 - $143.93 $3,058 - $3,310
23 Added 0.78%
2,988 $398,000
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
354
Shares Held
8.09M
Call Options Held
9.2K
Put Options Held
2.8K
View Full List

About ISHARES TR

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