Great Valley Advisor Group, Inc. Ishares Tr Transaction History

Great Valley Advisor Group, Inc.

$4.47 Billion
Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,682 shares of IYJ stock, worth $383,445. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,682

Previous 2,677 0.19%

Holding current value

$383,445

Previous $380,000 2.89%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$142.42 - $148.18 $712 - $740	5 Added 0.19%	2,682 $391,000
Q2 2025 Aug 14, 2025	BUY	$115.07 - $142.31 $82,505 - $102,036	717 Added 36.58%	2,677 $380,000
Q1 2025 May 08, 2025	BUY	$127.48 - $142.0 $254 - $284	2 Added 0.1%	1,960 $255,000
Q4 2024 Feb 24, 2025	SELL	$132.97 - $143.93 $1,728 - $1,871	-13 Reduced 0.66%	1,958 $261,000
Q3 2024 Nov 12, 2024	BUY	$118.32 - $133.67 $236 - $267	2 Added 0.1%	1,971 $263,000

Q2 2024 Jul 16, 2024	SELL	$119.1 - $125.05 $952 - $1,000	-8 Reduced 0.4%	1,969 $235,000
Q1 2024 May 03, 2024	BUY	$111.23 - $125.71 $219,901 - $248,528	1,977 New	1,977 $248,000
Q1 2020 May 15, 2020	SELL	$52.08 - $87.1 $446,117 - $746,098	-8,566 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$75.93 - $84.31 $46,545 - $51,682	-613 Reduced 6.68%	8,566 $1.44 Million
Q3 2019 Oct 25, 2019	SELL	$75.18 - $80.81 $23,832 - $25,616	-317 Reduced 3.34%	9,179 $1.46 Million
Q2 2019 Jul 30, 2019	BUY	$73.79 - $79.44 $700,709 - $754,362	9,496 New	9,496 $1.5 Million

Others Institutions Holding IYJ

# of Institutions

344

Shares Held

6.59M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IYJ
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Great Valley Advisor Group, Inc. Ishares Tr Transaction History