Financial Perspectives, Inc Ishares Tr Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Tr stock. As of the latest transaction made, Financial Perspectives, Inc holds 301 shares of IYF stock, worth $35,551. This represents 0.01% of its overall portfolio holdings.

Number of Shares

301

Previous 345 12.75%

Holding current value

$35,551

Previous $35.9 Million 7.13%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$102.7 - $119.05 $4,518 - $5,238	-44 Reduced 12.75%	301 $33.3 Million
Q3 2023 Jan 09, 2024	SELL	$73.99 - $79.98 $3,921 - $4,238	-53 Reduced 13.32%	345 $25.8 Million
Q2 2021 Jan 09, 2024	SELL	$75.91 - $83.61 $2.23 Million - $2.46 Million	-29,434 Reduced 98.67%	398 $32.3 Million
Q1 2021 Jan 09, 2024	BUY	$65.2 - $76.35 $1.92 Million - $2.25 Million	29,434 Added 7395.48%	29,832 $398,000
Q4 2020 Jan 09, 2024	BUY	$55.06 - $66.77 $10,956 - $13,287	199 Added 100.0%	398 $26.6 Million
Q1 2020 Jan 09, 2024	SELL	$41.18 - $71.71 $864 - $1,505	-21 Reduced 9.55%	199 $19.4 Million
Q4 2019 Jan 09, 2024	BUY	$62.23 - $68.93 $13,690 - $15,164	220 New	220 $30.3 Million

Others Institutions Holding IYF

# of Institutions

427

Shares Held

18.3M

Call Options Held

19.7K

Put Options Held

3.9K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Account

Financial Perspectives, Inc Ishares Tr Transaction History