A detailed history of Western Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,078 shares of IYJ stock, worth $297,860. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,078
Holding current value
$297,860
% of portfolio
0.02%

Shares

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

Nov 12, 2024

BUY
$118.32 - $133.67 $245,868 - $277,766
2,078 New
2,078 $277,000
Q2 2023

Aug 30, 2023

SELL
$96.6 - $106.04 $42,214 - $46,339
-437 Reduced 13.03%
2,916 $309,000
Q1 2023

Aug 30, 2023

BUY
$95.26 - $104.26 $319,406 - $349,583
3,353 New
3,353 $335,000
Q2 2022

Jul 18, 2022

SELL
$86.15 - $105.81 $41,352 - $50,788
-480 Reduced 16.67%
2,400 $212,000
Q1 2022

May 10, 2022

BUY
$97.52 - $114.07 $280,857 - $328,521
2,880 New
2,880 $304,000
Q4 2021

Feb 14, 2022

SELL
$104.49 - $114.29 $220,264 - $240,923
-2,108 Closed
0 $0
Q2 2021

Aug 09, 2021

BUY
$106.5 - $112.79 $224,502 - $237,761
2,108 New
2,108 $233,000

Others Institutions Holding IYJ

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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