A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 2,538 shares of IYG stock, worth $222,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,538
Previous 2,563 0.98%
Holding current value
$222,785
Previous $219,000 3.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025

SELL
$85.16 - $90.57 $2,129 - $2,264
-25 Reduced 0.98%
2,538 $227,000
Q2 2025

Sep 26, 2025

BUY
$68.9 - $85.6 $68 - $85
1 Added 0.04%
2,563 $219,000
Q2 2025

Aug 15, 2025

SELL
$68.9 - $85.6 $37,826 - $46,994
-549 Reduced 17.65%
2,562 $219,000
Q1 2025

May 14, 2025

SELL
$74.6 - $84.81 $46,177 - $52,497
-619 Reduced 16.6%
3,111 $244,000
Q4 2024

Feb 10, 2025

BUY
$70.24 - $82.34 $2,317 - $2,717
33 Added 0.89%
3,730 $290,000
Q3 2024

Nov 12, 2024

BUY
$64.2 - $71.76 $37,813 - $42,266
589 Added 18.95%
3,697 $262,000
Q1 2024

May 09, 2024

BUY
$63.91 - $191.92 $198,632 - $596,487
3,108 New
3,108 $206,000

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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