Western Wealth Management, LLC Ishares Tr Transaction History

Western Wealth Management, LLC

$1.62 Billion
Q2 2025

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Western Wealth Management, LLC holds 4,127 shares of IYF stock, worth $523,344. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,127

Previous 4,696 12.12%

Holding current value

$523,344

Previous $529,000 5.67%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$99.23 - $120.99 $56,461 - $68,843	-569 Reduced 12.12%	4,127 $499,000
Q1 2025 Apr 23, 2025	BUY	$107.69 - $119.37 $239,933 - $265,956	2,228 Added 90.28%	4,696 $529,000
Q4 2024 Apr 15, 2025	SELL	$102.7 - $119.05 $87,808 - $101,787	-855 Reduced 25.73%	2,468 $272,000
Q4 2024 Feb 18, 2025	BUY	$102.7 - $119.05 $341,272 - $395,603	3,323 New	3,323 $367,000
Q1 2020 Apr 27, 2020	SELL	$41.18 - $71.71 $77,171 - $134,384	-1,874 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$62.23 - $68.93 $9,396 - $10,408	151 Added 8.76%	1,874 $258,000
Q3 2019 Nov 08, 2019	SELL	$64.16 - $65.19 $83,343 - $84,681	-1,299 Reduced 42.98%	1,723 $222,000
Q2 2019 Aug 06, 2019	SELL	N/A	-199 Reduced 6.18%	3,022 $382,000
Q1 2019 May 10, 2019	BUY	N/A	91 Added 2.91%	3,221 $384,000
Q4 2018 Feb 15, 2019	BUY	N/A	3,130 New	3,130 $333,000

Others Institutions Holding IYF

# of Institutions

507

Shares Held

19.7M

Call Options Held

27.5K

Put Options Held

48.6K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Western Wealth Management, LLC Ishares Tr Transaction History