Gladstone Institutional Advisory LLC Ishares Tr Transaction History

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 8,822 shares of IYM stock, worth $1.28 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,822
Previous 8,422 4.75%
Holding current value
$1.28 Million
Previous $1.14 Million 15.15%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 22, 2025
BUY
$138.95 - $150.69 $55,579 - $60,276
400 Added 4.75%
8,822 $1.31 Million
Q1 2025

May 15, 2025
BUY
$128.53 - $142.03 $495,997 - $548,093
3,859 Added 84.57%
8,422 $1.14 Million
Q4 2024

Jan 29, 2025
BUY
$129.15 - $153.25 $589,311 - $699,279
4,563 New
4,563 $592,000
Q2 2023

Aug 10, 2023
BUY
$120.69 - $133.93 $2.93 Million - $3.25 Million
24,284 New
24,284 $3.23 Million

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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