Investmark Advisory Group LLC Ishares Tr Transaction History

Investmark Advisory Group LLC

$202 Million
Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Investmark Advisory Group LLC holds 6,113 shares of IYG stock, worth $482,865. This represents 0.22% of its overall portfolio holdings.

Number of Shares

6,113

Previous 6,092 0.34%

Holding current value

$482,865

Previous $397,000 9.32%

% of portfolio

0.22%

Previous 0.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$64.2 - $71.76 $1,348 - $1,506	21 Added 0.34%	6,113 $434,000
Q2 2024 Aug 14, 2024	BUY	$62.27 - $67.11 $1,245 - $1,342	20 Added 0.33%	6,092 $397,000
Q1 2024 May 17, 2024	BUY	$63.91 - $191.92 $259,155 - $778,235	4,055 Added 201.04%	6,072 $402,000
Q4 2023 Feb 14, 2024	BUY	$145.02 - $179.81 $2,755 - $3,416	19 Added 0.95%	2,017 $361,000
Q2 2023 Aug 14, 2023	BUY	$144.44 - $157.99 $1,299 - $1,421	9 Added 0.45%	1,998 $315,000
Q1 2023 May 15, 2023	BUY	$145.23 - $176.24 $1,597 - $1,938	11 Added 0.56%	1,989 $300,000
Q4 2022 Jan 24, 2023	BUY	$46.92 - $169.19 $563 - $2,030	12 Added 0.61%	1,978 $0
Q3 2022 Nov 14, 2022	BUY	$47.08 - $57.16 $564 - $685	12 Added 0.61%	1,966 $277,000
Q2 2022 Jul 15, 2022	BUY	$48.28 - $60.23 $482 - $602	10 Added 0.51%	1,954 $289,000
Q1 2022 May 03, 2022	BUY	$55.98 - $67.65 $447 - $541	8 Added 0.41%	1,944 $350,000
Q4 2021 May 03, 2022	BUY	$61.79 - $67.85 $119,625 - $131,357	1,936 New	1,936 $373,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

View Full List

About ISHARES TR

Ticker IYG
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Investmark Advisory Group LLC Ishares Tr Transaction History