Crestwood Advisors Group LLC Ishares Tr Transaction History

Crestwood Advisors Group LLC

$5.73 Billion
Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 35,674 shares of IYE stock, worth $1.74 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

35,674

Previous 178,601 80.03%

Holding current value

$1.74 Million

Previous $8.08 Million 79.01%

% of portfolio

0.03%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$44.83 - $48.91 $6.41 Million - $6.99 Million	-142,927 Reduced 80.03%	35,674 $1.7 Million
Q2 2025 Aug 05, 2025	SELL	$40.36 - $49.67 $1.69 Million - $2.08 Million	-41,922 Reduced 19.01%	178,601 $8.08 Million
Q1 2025 May 05, 2025	SELL	$45.23 - $49.95 $236,688 - $261,388	-5,233 Reduced 2.32%	220,523 $10.9 Million
Q4 2024 Feb 04, 2025	SELL	$43.93 - $51.37 $390,142 - $456,216	-8,881 Reduced 3.78%	225,756 $10.3 Million
Q3 2024 Oct 30, 2024	SELL	$44.44 - $49.18 $337,255 - $373,227	-7,589 Reduced 3.13%	234,637 $10.9 Million

Q2 2024 Aug 01, 2024	SELL	$46.21 - $51.17 $118,898 - $131,660	-2,573 Reduced 1.05%	242,226 $11.6 Million
Q1 2024 May 08, 2024	SELL	$41.9 - $49.4 $330,088 - $389,173	-7,878 Reduced 3.12%	244,799 $12.1 Million
Q4 2023 Jan 29, 2024	BUY	$42.54 - $48.28 $10.7 Million - $12.2 Million	252,677 New	252,677 $11.1 Million

Others Institutions Holding IYE

# of Institutions

320

Shares Held

13.7M

Call Options Held

8.3K

Put Options Held

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Crestwood Advisors Group LLC Ishares Tr Transaction History