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 1,593 shares of IYM stock, worth $230,698. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,593
Previous 1,502 6.06%
Holding current value
$230,698
Previous $210,000 12.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$138.95 - $150.69 $12,644 - $13,712
91 Added 6.06%
1,593 $236,000
Q2 2025

Aug 12, 2025
BUY
$116.16 - $140.01 $174,472 - $210,295
1,502 New
1,502 $210,000
Q1 2021

May 17, 2021
SELL
$111.16 - $126.89 $322,919 - $368,615
-2,905 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$95.24 - $113.41 $276,672 - $329,456
2,905 New
2,905 $329,000

Others Institutions Holding IYM

# of Institutions
213
Shares Held
2.09M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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