Ccg Wealth Management, LLC Ishares Tr Transaction History

Ccg Wealth Management, LLC

  • $211 Million
  • Q3 2025

A detailed history of Ccg Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 3,302 shares of IYY stock, worth $539,183. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,302
Previous 3,302 -0.0%
Holding current value
$539,183
Previous $498,000 7.63%
% of portfolio
0.25%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$114.26 - $128.09 $1,371 - $1,537
-12 Reduced 0.36%
3,302 $422,000
Q4 2020

Feb 04, 2021
BUY
$81.36 - $94.32 $134,813 - $156,288
1,657 Added 100.0%
3,314 $313,000
Q2 2020

Aug 04, 2020
SELL
$60.32 - $80.25 $19,242 - $25,599
-319 Reduced 16.14%
1,657 $254,000
Q3 2019

Nov 14, 2019
SELL
$73.36 - $74.95 $3,447 - $3,522
-47 Reduced 2.32%
1,976 $292,000
Q2 2019

Aug 06, 2019
SELL
N/A
-120 Reduced 5.6%
2,023 $296,000
Q1 2019

May 03, 2019
SELL
N/A
-40 Reduced 1.83%
2,143 $303,000
Q4 2018

May 03, 2019
BUY
N/A
2,183 New
2,183 $272,000

Others Institutions Holding IYY

# of Institutions
291
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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