Ci Private Wealth, LLC Ishares Tr Transaction History

Ci Private Wealth, LLC

$62.5 Billion
Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 8,313 shares of IYJ stock, worth $1.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,313

Previous 9,266 10.28%

Holding current value

$1.19 Million

Previous $1.32 Million 8.04%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$142.42 - $148.18 $135,726 - $141,215	-953 Reduced 10.28%	8,313 $1.21 Million
Q2 2025 Sep 26, 2025	BUY	$115.07 - $142.31 $115 - $142	1 Added 0.01%	9,266 $1.32 Million
Q2 2025 Aug 15, 2025	BUY	$115.07 - $142.31 $674,770 - $834,505	5,864 Added 172.42%	9,265 $1.32 Million
Q1 2025 May 14, 2025	BUY	$127.48 - $142.0 $145,072 - $161,596	1,138 Added 50.29%	3,401 $442,000
Q4 2024 Feb 10, 2025	SELL	$132.97 - $143.93 $311,814 - $337,515	-2,345 Reduced 50.89%	2,263 $302,000

Q3 2024 Nov 12, 2024	SELL	$118.32 - $133.67 $40,228 - $45,447	-340 Reduced 6.87%	4,608 $615,000
Q2 2024 Aug 13, 2024	BUY	$119.1 - $125.05 $9,408 - $9,878	79 Added 1.62%	4,948 $590,000
Q1 2024 May 09, 2024	BUY	$111.23 - $125.71 $133,364 - $150,726	1,199 Added 32.67%	4,869 $612,000
Q4 2023 Feb 09, 2024	BUY	$95.31 - $114.66 $349,787 - $420,802	3,670 New	3,670 $419,000
Q2 2023 Aug 10, 2023	SELL	$96.6 - $106.04 $39,316 - $43,158	-407 Reduced 12.99%	2,725 $288,000
Q1 2023 May 15, 2023	BUY	$95.26 - $104.26 $298,354 - $326,542	3,132 New	3,132 $313,000

Others Institutions Holding IYJ

# of Institutions

344

Shares Held

6.59M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

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Ci Private Wealth, LLC Ishares Tr Transaction History