Crestwood Advisors Group LLC Ishares Tr Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 225,756 shares of IYE stock, worth $10.4 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
225,756
Previous 234,637 3.78%
Holding current value
$10.4 Million
Previous $10.9 Million 5.39%
% of portfolio
0.2%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
342
Shares Held
15.4M
Call Options Held
9.8K
Put Options Held
1.1K
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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