Creative One Wealth, LLC Ishares Tr Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 1,641 shares of IYJ stock, worth $234,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,641

Previous 1,561 5.12%

Holding current value

$234,613

Previous $222,000 7.66%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$142.42 - $148.18 $11,393 - $11,854	80 Added 5.12%	1,641 $239,000
Q2 2025 Aug 12, 2025	SELL	$115.07 - $142.31 $216,561 - $267,827	-1,882 Reduced 54.66%	1,561 $222,000
Q1 2025 May 14, 2025	BUY	$127.48 - $142.0 $9,561 - $10,650	75 Added 2.23%	3,443 $448,000
Q4 2024 Feb 13, 2025	BUY	$132.97 - $143.93 $2,260 - $2,446	17 Added 0.51%	3,368 $449,000
Q3 2024 Nov 13, 2024	BUY	$118.32 - $133.67 $396,490 - $447,928	3,351 New	3,351 $447,000

Q1 2024 May 14, 2024	BUY	$111.23 - $125.71 $275,071 - $310,880	2,473 New	2,473 $311,000
Q2 2021 Aug 13, 2021	SELL	$106.5 - $112.79 $307,465 - $325,624	-2,887 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$93.24 - $105.87 $49,696 - $56,428	533 Added 22.64%	2,887 $305,000
Q4 2020 Feb 12, 2021	BUY	$81.66 - $97.19 $192,227 - $228,785	2,354 New	2,354 $229,000

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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Creative One Wealth, LLC Ishares Tr Transaction History