Vertex Planning Partners, LLC Ishares Tr Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,200 shares of IYF stock, worth $395,936. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,200
Previous 3,200 -0.0%
Holding current value
$395,936
Previous $387 Million 4.67%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 16, 2023
BUY
$68.23 - $82.05 $3,411 - $4,102
50 Added 1.59%
3,200 $228 Million
Q4 2022

Feb 06, 2023
BUY
$67.64 - $80.38 $213,066 - $253,197
3,150 New
3,150 $238 Million

Others Institutions Holding IYF

# of Institutions
508
Shares Held
20M
Call Options Held
18.2K
Put Options Held
44.1K
View Full List

About ISHARES TR

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