Ibex Wealth Advisors Ishares Tr Transaction History

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024

A detailed history of Ibex Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Ibex Wealth Advisors holds 32,187 shares of IYY stock, worth $4.78 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
32,187
Holding current value
$4.78 Million
% of portfolio
0.57%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$138.14 - $149.13 $4.45 Million - $4.8 Million
32,187 New
32,187 $4.61 Million
Q4 2022

Feb 06, 2023
BUY
$87.49 - $99.71 $787 - $897
9 Added 0.3%
3,012 $281,000
Q3 2022

Oct 31, 2022
SELL
$87.7 - $105.61 $1.86 Million - $2.24 Million
-21,212 Reduced 87.6%
3,003 $263,000
Q2 2022

Aug 16, 2022
SELL
$89.32 - $112.61 $639,799 - $806,625
-7,163 Reduced 22.83%
24,215 $2.24 Million
Q1 2022

May 16, 2022
SELL
$102.45 - $118.45 $289,831 - $335,095
-2,829 Reduced 8.27%
31,378 $3.49 Million
Q4 2021

Feb 22, 2022
SELL
$107.69 - $118.54 $97,674 - $107,515
-907 Reduced 2.58%
34,207 $4.03 Million
Q3 2021

Nov 12, 2021
BUY
$106.77 - $113.98 $76,447 - $81,609
716 Added 2.08%
35,114 $3.79 Million
Q2 2021

Aug 20, 2021
BUY
$101.05 - $107.97 $295,571 - $315,812
2,925 Added 9.29%
34,398 $3.71 Million
Q1 2021

May 05, 2021
BUY
$93.02 - $100.44 $54,602 - $58,958
587 Added 1.9%
31,473 $3.14 Million
Q4 2020

Jan 22, 2021
BUY
$81.36 - $94.32 $1.32 Million - $1.53 Million
16,215 Added 110.52%
30,886 $2.91 Million
Q3 2020

Oct 23, 2020
SELL
$76.94 - $88.82 $104,638 - $120,795
-1,360 Reduced 8.48%
14,671 $2.45 Million
Q2 2020

Aug 14, 2020
BUY
$60.32 - $80.25 $966,989 - $1.29 Million
16,031 New
16,031 $2.45 Million
Q1 2020

May 05, 2020
SELL
$54.71 - $84.04 $705,102 - $1.08 Million
-12,888 Closed
0 $0
Q4 2019

Jan 24, 2020
SELL
$71.59 - $80.04 $23,696 - $26,493
-331 Reduced 2.5%
12,888 $2.06 Million
Q3 2019

Nov 12, 2019
SELL
$73.36 - $74.95 $34,039 - $34,776
-464 Reduced 3.39%
13,219 $1.95 Million
Q2 2019

Jul 30, 2019
SELL
N/A
-874 Reduced 6.0%
13,683 $2 Million
Q1 2019

May 01, 2019
BUY
N/A
14,557 New
14,557 $2.06 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-13,549 Closed
0 $0
Q3 2018

Oct 09, 2018
BUY
N/A
1,451 Added 11.99%
13,549 $1.98 Million
Q1 2018

Jun 13, 2018
BUY
N/A
12,098 New
12,098 $1.56 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-10,242 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
10,242
10,242 $1.3 Million

Others Institutions Holding IYY

# of Institutions
260
Shares Held
3.53M
Call Options Held
6.6K
Put Options Held
0
View Full List

About ISHARES TR

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