Belpointe Asset Management LLC Ishares Tr Transaction History

Belpointe Asset Management LLC

$2.9 Billion
Q4 2025

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Belpointe Asset Management LLC holds 1,737 shares of IYM stock, worth $251,552. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,737

Holding current value

$251,552

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$139.22 - $151.57 $241,825 - $263,277	1,737 New	1,737 $251,000
Q1 2023 May 15, 2023	BUY	$124.32 - $140.43 $20,388 - $23,030	164 Added 104.46%	321 $42,000
Q4 2022 Feb 08, 2023	BUY	$109.29 - $133.88 $17,158 - $21,019	157 New	157 $19,000
Q2 2022 Aug 02, 2022	SELL	$117.72 - $154.02 $116,189 - $152,017	-987 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$128.72 - $151.73 $127,046 - $149,757	987 New	987 $148,000

Q4 2021 Feb 15, 2022	SELL	$125.86 - $141.73 $1.31 Million - $1.47 Million	-10,396 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$122.85 - $135.99 $1.28 Million - $1.41 Million	10,396 New	10,396 $1.3 Million
Q2 2021 Aug 09, 2021	SELL	$126.01 - $141.25 $101,690 - $113,988	-807 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$111.16 - $126.89 $150,399 - $171,682	-1,353 Reduced 62.64%	807 $101,000
Q4 2020 Feb 16, 2021	BUY	$95.24 - $113.41 $205,718 - $244,965	2,160 New	2,160 $245,000

Others Institutions Holding IYM

# of Institutions

216

Shares Held

2.14M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Belpointe Asset Management LLC Ishares Tr Transaction History