A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 16,357 shares of IYG stock, worth $1.44 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,357
Previous 16,501 0.87%
Holding current value
$1.44 Million
Previous $1.41 Billion 3.81%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 05, 2025

SELL
$85.16 - $90.57 $12,263 - $13,042
-144 Reduced 0.87%
16,357 $1.47 Billion
Q2 2025

Jul 30, 2025

SELL
$68.9 - $85.6 $2,824 - $3,509
-41 Reduced 0.25%
16,501 $1.41 Billion
Q1 2025

May 06, 2025

BUY
$74.6 - $84.81 $1.23 Million - $1.4 Million
16,542 New
16,542 $1.3 Billion

Others Institutions Holding IYG

About ISHARES TR


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

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.