Forte Asset Management LLC Ishares Tr Transaction History

Forte Asset Management LLC

  • $214 Million
  • Q4 2025

A detailed history of Forte Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Forte Asset Management LLC holds 28,943 shares of IYF stock, worth $3.58 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
28,943
Previous 17,589 64.55%
Holding current value
$3.58 Million
Previous $2.23 Million 60.8%
% of portfolio
1.68%
Previous 1.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$120.85 - $126.31 $1.37 Million - $1.43 Million
11,354 Added 64.55%
28,943 $3.58 Million
Q3 2025

Oct 30, 2025
BUY
$119.89 - $127.16 $2.11 Million - $2.24 Million
17,589 New
17,589 $2.23 Million

Others Institutions Holding IYF

# of Institutions
507
Shares Held
20.5M
Call Options Held
18.2K
Put Options Held
44.1K
View Full List

About ISHARES TR

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