Western Wealth Management, LLC Ishares Tr Transaction History

Western Wealth Management, LLC

$1.46 Billion
Q1 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 4,696 shares of IYF stock, worth $563,473. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,696

Previous 2,468 90.28%

Holding current value

$563,473

Previous $272,000 94.49%

% of portfolio

0.04%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

465

Shares Held

20.7M

Call Options Held

45.1K

Put Options Held

38.5K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Account

Western Wealth Management, LLC Ishares Tr Transaction History