Wetzel Investment Advisors, Inc. Ishares Tr Transaction History

Wetzel Investment Advisors, Inc.

  • $191 Million
  • Q2 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 4,124 shares of IYG stock, worth $367,572. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,124
Previous 4,161 0.89%
Holding current value
$367,572
Previous $326,000 8.28%
% of portfolio
0.19%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
288
Shares Held
13.9M
Call Options Held
62.6K
Put Options Held
50.1K
View Full List

About ISHARES TR

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