Whitener Capital Management, Inc. Ishares Tr Transaction History

Whitener Capital Management, Inc.

$373 Million
Q2 2025

A detailed history of Whitener Capital Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Whitener Capital Management, Inc. holds 5,513 shares of IYF stock, worth $669,553. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,513

Previous 4,945 11.49%

Holding current value

$669,553

Previous $558,000 19.53%

% of portfolio

0.18%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$99.23 - $120.99 $56,362 - $68,722	568 Added 11.49%	5,513 $667,000
Q1 2025 May 01, 2025	BUY	$107.69 - $119.37 $106,182 - $117,698	986 Added 24.91%	4,945 $558,000
Q4 2024 Jan 15, 2025	BUY	$102.7 - $119.05 $16,842 - $19,524	164 Added 4.32%	3,959 $437,000
Q3 2024 Oct 29, 2024	SELL	$93.83 - $105.05 $41,566 - $46,537	-443 Reduced 10.45%	3,795 $394,000
Q2 2024 Jul 17, 2024	BUY	$89.39 - $96.85 $41,566 - $45,035	465 Added 12.32%	4,238 $400,000
Q1 2024 Apr 16, 2024	BUY	$83.91 - $95.65 $37,675 - $42,946	449 Added 13.51%	3,773 $360,000
Q4 2023 Jan 10, 2024	BUY	$70.7 - $85.68 $34,360 - $41,640	486 Added 17.12%	3,324 $283,000
Q3 2023 Nov 02, 2023	BUY	$73.99 - $79.98 $209,983 - $226,983	2,838 New	2,838 $212,000
Q4 2019 Feb 12, 2020	SELL	$62.23 - $68.93 $3,111 - $3,446	-50 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	N/A	50 New	50 $6,000
Q2 2018 Aug 08, 2018	SELL	N/A	-50 Closed	0 $0
Q4 2017 Apr 23, 2018	BUY	N/A	50	50 $5,000

Others Institutions Holding IYF

# of Institutions

487

Shares Held

20.6M

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 Whitener Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whitener Capital Management, Inc. with notifications on news.

Account

Whitener Capital Management, Inc. Ishares Tr Transaction History