Ci Private Wealth, LLC Ishares Tr Transaction History

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,307 shares of IYM stock, worth $1.45 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,307

Previous 11,083 7.0%

Holding current value

$1.45 Million

Previous $1.66 Million 19.53%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$129.15 - $153.25 $100,220 - $118,922	-776 Reduced 7.0%	10,307 $1.34 Million
Q3 2024 Nov 12, 2024	BUY	$136.13 - $151.64 $38,797 - $43,217	285 Added 2.64%	11,083 $1.66 Million
Q2 2024 Aug 13, 2024	SELL	$140.01 - $149.03 $22,681 - $24,142	-162 Reduced 1.48%	10,798 $1.51 Million
Q1 2024 May 09, 2024	SELL	$130.2 - $147.73 $15,103 - $17,136	-116 Reduced 1.05%	10,960 $1.62 Million
Q4 2023 Feb 09, 2024	SELL	$119.29 - $139.6 $596 - $698	-5 Reduced 0.05%	11,076 $1.53 Million
Q3 2023 Nov 03, 2023	SELL	$124.84 - $138.68 $37,452 - $41,604	-300 Reduced 2.64%	11,081 $1.4 Million
Q2 2023 Aug 10, 2023	BUY	$120.69 - $133.93 $68,189 - $75,670	565 Added 5.22%	11,381 $1.51 Million
Q1 2023 May 15, 2023	BUY	$124.32 - $140.43 $14,296 - $16,149	115 Added 1.07%	10,816 $1.43 Million
Q4 2022 Feb 15, 2023	BUY	$109.29 - $133.88 $1.17 Million - $1.43 Million	10,701 New	10,701 $1.34 Million

Others Institutions Holding IYM

# of Institutions

206

Shares Held

2.49M

Call Options Held

900

Put Options Held

200

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Ci Private Wealth, LLC Ishares Tr Transaction History