Worth Financial Advisory Group, LLC Ishares Tr Ishares Morningstar Transaction History

Worth Financial Advisory Group, LLC

  • $144 Billion
  • Q1 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 17,377 shares of IYLD stock, worth $344,585. This represents 0.24% of its overall portfolio holdings.

Number of Shares
17,377
Previous 17,405 0.16%
Holding current value
$344,585
Previous $350 Million 1.1%
% of portfolio
0.24%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$19.46 - $19.93 $544 - $558
-28 Reduced 0.16%
17,377 $346 Million
Q4 2023

Jan 19, 2024
SELL
$18.43 - $20.12 $21,341 - $23,298
-1,158 Reduced 6.24%
17,405 $350 Million
Q3 2023

Oct 13, 2023
SELL
$18.96 - $19.68 $18,960 - $19,680
-1,000 Reduced 5.11%
18,563 $353 Million
Q2 2023

Jul 28, 2023
SELL
$18.84 - $19.52 $18,218 - $18,875
-967 Reduced 4.71%
19,563 $382 Million
Q1 2023

Apr 19, 2023
SELL
$18.75 - $20.3 $116,943 - $126,611
-6,237 Reduced 23.3%
20,530 $395 Million
Q4 2022

Feb 13, 2023
BUY
$18.45 - $19.73 $493,851 - $528,112
26,767 New
26,767 $508 Million

Others Institutions Holding IYLD

# of Institutions
52
Shares Held
1.12M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

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