A detailed history of Swisher Financial Concepts, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 2,799 shares of IYJ stock, worth $373,610. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,799
Previous 5,387 48.04%
Holding current value
$373,610
Previous $715,000 47.83%
% of portfolio
0.46%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
$132.97 - $143.93 $344,126 - $372,490
-2,588 Reduced 48.04%
2,799 $373,000
Q3 2024

Nov 05, 2024

SELL
$118.32 - $133.67 $85,308 - $96,376
-721 Reduced 11.8%
5,387 $715,000
Q1 2024

Apr 23, 2024

SELL
$111.23 - $125.71 $26,027 - $29,416
-234 Reduced 3.69%
6,108 $751,000
Q4 2023

Feb 13, 2024

BUY
$95.31 - $114.66 $604,456 - $727,173
6,342 New
6,342 $725,000

Others Institutions Holding IYJ

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Swisher Financial Concepts, Inc. Portfolio

Follow Swisher Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.