Zimmermann Investment Management & Planning LLC Ishares Tr Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 5,349 shares of IYF stock, worth $590,797. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,349
Previous 4,975 7.52%
Holding current value
$590,797
Previous $470,000 18.09%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Oct 24, 2024
BUY
$93.83 - $105.05 $35,092 - $39,288
374 Added 7.52%
5,349 $555,000
Q2 2024

Jul 26, 2024
BUY
$89.39 - $96.85 $137,928 - $149,439
1,543 Added 44.96%
4,975 $470,000
Q1 2024

Apr 22, 2024
SELL
$83.91 - $95.65 $125,865 - $143,475
-1,500 Reduced 30.41%
3,432 $328,000
Q4 2023

Jan 22, 2024
SELL
$70.7 - $85.68 $70,629 - $85,594
-999 Reduced 16.84%
4,932 $421,000
Q3 2023

Oct 31, 2023
SELL
$73.99 - $79.98 $198,145 - $214,186
-2,678 Reduced 31.11%
5,931 $443,000
Q2 2023

Jul 13, 2023
SELL
$68.91 - $74.74 $162,420 - $176,162
-2,357 Reduced 21.49%
8,609 $642,000
Q1 2023

Apr 25, 2023
SELL
$68.23 - $82.05 $100,025 - $120,285
-1,466 Reduced 11.79%
10,966 $780,000
Q4 2022

Jan 20, 2023
SELL
$67.64 - $80.38 $180,192 - $214,132
-2,664 Reduced 17.65%
12,432 $0
Q3 2022

Nov 01, 2022
SELL
$67.55 - $79.83 $1.95 Million - $2.3 Million
-28,858 Reduced 65.66%
15,096 $1.02 Million
Q2 2022

Jul 28, 2022
BUY
$67.96 - $84.37 $163,443 - $202,909
2,405 Added 5.79%
43,954 $3.08 Million
Q1 2022

Apr 18, 2022
BUY
$78.62 - $91.32 $191,832 - $222,820
2,440 Added 6.24%
41,549 $3.51 Million
Q4 2021

Feb 03, 2022
BUY
$83.02 - $90.24 $3.25 Million - $3.53 Million
39,109 New
39,109 $3.39 Million

Others Institutions Holding IYF

# of Institutions
409
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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