Wetzel Investment Advisors, Inc. Ishares Tr Transaction History

Wetzel Investment Advisors, Inc.

$203 Million
Q3 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 3,684 shares of IYG stock, worth $323,381. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,684

Previous 4,124 10.67%

Holding current value

$323,381

Previous $353,000 6.52%

% of portfolio

0.16%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$85.16 - $90.57 $37,470 - $39,850	-440 Reduced 10.67%	3,684 $330,000
Q2 2025 Jul 18, 2025	SELL	$68.9 - $85.6 $2,549 - $3,167	-37 Reduced 0.89%	4,124 $353,000
Q1 2025 Apr 22, 2025	SELL	$74.6 - $84.81 $7,161 - $8,141	-96 Reduced 2.26%	4,161 $326,000
Q4 2024 Jan 22, 2025	BUY	$70.24 - $82.34 $7,023 - $8,234	100 Added 2.41%	4,257 $331,000
Q3 2024 Oct 29, 2024	BUY	$64.2 - $71.76 $13,803 - $15,428	215 Added 5.45%	4,157 $295,000
Q1 2024 Apr 23, 2024	BUY	$63.91 - $191.92 $170,256 - $511,274	2,664 Added 208.45%	3,942 $261,000
Q4 2023 Jan 31, 2024	BUY	$145.02 - $179.81 $185,335 - $229,797	1,278 New	1,278 $229,000

Others Institutions Holding IYG

# of Institutions

293

Shares Held

14.3M

Call Options Held

4.9K

Put Options Held

10.2K

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Wetzel Investment Advisors, Inc. Ishares Tr Transaction History