Investment Advisory Group, LLC Ishares Tr Transaction History

Investment Advisory Group, LLC

  • $355 Million
  • Q3 2025

A detailed history of Investment Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 2,716 shares of IYF stock, worth $336,050. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,716
Previous 2,860 5.03%
Holding current value
$336,050
Previous $346,000 0.87%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 03, 2025
SELL
$119.89 - $127.16 $17,264 - $18,311
-144 Reduced 5.03%
2,716 $343,000
Q1 2025

Apr 14, 2025
BUY
$107.69 - $119.37 $13,461 - $14,921
125 Added 4.57%
2,860 $319,000
Q4 2024

Jan 17, 2025
SELL
$102.7 - $119.05 $8,113 - $9,404
-79 Reduced 2.81%
2,735 $302,000
Q3 2024

Oct 15, 2024
BUY
$93.83 - $105.05 $93 - $105
1 Added 0.04%
2,814 $292,000
Q1 2024

Apr 29, 2024
BUY
$83.91 - $95.65 $83 - $95
1 Added 0.04%
2,813 $269,000
Q4 2023

Jan 30, 2024
BUY
$70.7 - $85.68 $141 - $171
2 Added 0.07%
2,812 $240,000
Q2 2023

Jul 17, 2023
BUY
$68.91 - $74.74 $193,637 - $210,019
2,810 New
2,810 $209,000
Q4 2022

Jan 19, 2023
BUY
$67.64 - $80.38 $189,933 - $225,707
2,808 New
2,808 $0
Q2 2022

Jul 18, 2022
SELL
$67.96 - $84.37 $190,627 - $236,657
-2,805 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$78.62 - $91.32 $78 - $91
1 Added 0.04%
2,805 $235,000
Q4 2021

Feb 11, 2022
BUY
$83.02 - $90.24 $232,788 - $253,032
2,804 New
2,804 $251,000

Others Institutions Holding IYF

# of Institutions
510
Shares Held
20.1M
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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