Ci Private Wealth, LLC Ishares Tr Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 3,123 shares of IYY stock, worth $509,954. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,123
Previous 4,164 25.0%
Holding current value
$509,954
Previous $628,000 19.27%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$150.75 - $162.82 $156,930 - $169,495
-1,041 Reduced 25.0%
3,123 $507,000
Q2 2025

Sep 26, 2025
BUY
$120.9 - $150.87 $120 - $150
1 Added 0.02%
4,164 $628,000
Q2 2025

Aug 15, 2025
BUY
$120.9 - $150.87 $1,571 - $1,961
13 Added 0.31%
4,163 $628,000
Q1 2025

May 14, 2025
BUY
$134.05 - $149.75 $670 - $748
5 Added 0.12%
4,150 $564,000
Q4 2024

Feb 10, 2025
SELL
$138.14 - $149.13 $106,367 - $114,830
-770 Reduced 15.67%
4,145 $593,000
Q3 2024

Nov 12, 2024
BUY
$125.77 - $139.59 $97,094 - $107,763
772 Added 18.63%
4,915 $686,000
Q2 2024

Aug 13, 2024
BUY
$120.85 - $132.7 $11,964 - $13,137
99 Added 2.45%
4,143 $548,000
Q1 2024

May 09, 2024
SELL
$114.26 - $128.09 $34,163 - $38,298
-299 Reduced 6.88%
4,044 $517,000
Q4 2023

Feb 09, 2024
BUY
$99.95 - $116.88 $199 - $233
2 Added 0.05%
4,343 $506,000
Q2 2023

Aug 10, 2023
BUY
$98.55 - $108.33 $190,595 - $209,510
1,934 Added 80.35%
4,341 $470,000
Q1 2023

May 15, 2023
BUY
$92.74 - $102.46 $223,225 - $246,621
2,407 New
2,407 $240,000

Others Institutions Holding IYY

# of Institutions
292
Shares Held
3.74M
Call Options Held
6K
Put Options Held
0
View Full List

About ISHARES TR

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