Capital A Wealth Management, LLC Ishares Tr Transaction History

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025

A detailed history of Capital A Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 22 shares of IYE stock, worth $1,073. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22
Previous 573 96.16%
Holding current value
$1,073
Previous $28.2 Million 96.56%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
SELL
$40.36 - $49.67 $22,238 - $27,368
-551 Reduced 96.16%
22 $971,000
Q1 2025

May 02, 2025
BUY
$45.23 - $49.95 $904 - $999
20 Added 3.62%
573 $28.2 Million
Q4 2024

Feb 26, 2025
BUY
$43.93 - $51.37 $24,293 - $28,407
553 New
553 $25.2 Million

Others Institutions Holding IYE

# of Institutions
320
Shares Held
13.7M
Call Options Held
8.3K
Put Options Held
0
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC 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 Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email