Journey Strategic Wealth LLC Ishares Tr Transaction History

Journey Strategic Wealth LLC

$2.65 Billion
Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 13,549 shares of IYE stock, worth $655,907. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,549

Previous 14,669 7.64%

Holding current value

$655,907

Previous $679,000 9.13%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$43.93 - $51.37 $49,201 - $57,534	-1,120 Reduced 7.64%	13,549 $617,000
Q3 2024 Nov 12, 2024	BUY	$44.44 - $49.18 $54,350 - $60,147	1,223 Added 9.1%	14,669 $679,000
Q2 2024 Aug 14, 2024	BUY	$46.21 - $51.17 $156,051 - $172,801	3,377 Added 33.54%	13,446 $645,000
Q1 2024 May 13, 2024	BUY	$41.9 - $49.4 $108,940 - $128,440	2,600 Added 34.81%	10,069 $497,000
Q4 2023 Feb 09, 2024	BUY	$42.54 - $48.28 $317,731 - $360,603	7,469 New	7,469 $329,000
Q1 2023 May 11, 2023	SELL	$40.63 - $49.07 $1.37 Million - $1.65 Million	-33,634 Reduced 85.89%	5,524 $241,000
Q4 2022 Feb 14, 2023	BUY	$41.43 - $50.5 $107,469 - $130,997	2,594 Added 7.09%	39,158 $1.82 Million
Q3 2022 Nov 14, 2022	SELL	$36.07 - $45.64 $733,699 - $928,363	-20,341 Reduced 35.75%	36,564 $1.44 Million
Q2 2022 Aug 15, 2022	BUY	$37.64 - $48.83 $2.14 Million - $2.78 Million	56,905 New	56,905 $2.17 Million
Q1 2022 May 16, 2022	SELL	$31.0 - $42.12 $3.17 Million - $4.31 Million	-102,416 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$28.79 - $32.36 $2.95 Million - $3.31 Million	102,416 New	102,416 $3.08 Million

Others Institutions Holding IYE

# of Institutions

312

Shares Held

14.1M

Call Options Held

16.3K

Put Options Held

1.6K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Journey Strategic Wealth LLC Ishares Tr Transaction History