Western Wealth Management, LLC Ishares Tr Transaction History

Western Wealth Management, LLC

  • $321 Million
  • Q4 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,323 shares of IYF stock, worth $389,887. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,323
Holding current value
$389,887
% of portfolio
0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
458
Shares Held
19.8M
Call Options Held
28.3K
Put Options Held
35.3K
View Full List

About ISHARES TR

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