Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 108 shares of IYE stock, worth $4,665. This represents 0.0% of its overall portfolio holdings.

Number of Shares

108

Previous 108 -0.0%

Holding current value

$4,665

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$46.21 - $51.17 $3,234 - $3,581	-70 Reduced 39.33%	108 $5,000
Q1 2024 Apr 30, 2024	SELL	$41.9 - $49.4 $22,081 - $26,033	-527 Reduced 74.75%	178 $8,000
Q2 2023 Aug 07, 2023	BUY	$40.39 - $45.87 $14,863 - $16,880	368 Added 109.2%	705 $30,000
Q1 2023 Apr 26, 2023	SELL	$40.63 - $49.07 $14,951 - $18,057	-368 Reduced 52.2%	337 $14,000
Q4 2022 Jan 27, 2023	BUY	$41.43 - $50.5 $29,208 - $35,602	705 New	705 $32,000
Q2 2022 Aug 04, 2022	BUY	$37.64 - $48.83 $4,065 - $5,273	108 Added 5.02%	2,258 $86,000
Q1 2022 Apr 20, 2022	SELL	$31.0 - $42.12 $217 - $294	-7 Reduced 0.32%	2,150 $88,000
Q4 2021 Jan 21, 2022	BUY	$28.79 - $32.36 $62,100 - $69,800	2,157 New	2,157 $65,000

Others Institutions Holding IYE

# of Institutions

339

Shares Held

15M

Call Options Held

9.8K

Put Options Held

1.1K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Concord Wealth Partners Ishares Tr Transaction History