Kcm Investment Advisors LLC Ishares Tr Transaction History

Kcm Investment Advisors LLC

$2.85 Billion
Q4 2024

A detailed history of Kcm Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 11,524 shares of IYF stock, worth $1.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,524

Previous 11,579 0.47%

Holding current value

$1.33 Million

Previous $1.2 Million 5.9%

% of portfolio

0.04%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$102.7 - $119.05 $5,648 - $6,547	-55 Reduced 0.47%	11,524 $1.27 Million
Q3 2024 Nov 06, 2024	BUY	$93.83 - $105.05 $1,407 - $1,575	15 Added 0.13%	11,579 $1.2 Million
Q2 2024 Jul 29, 2024	SELL	$89.39 - $96.85 $43,443 - $47,069	-486 Reduced 4.03%	11,564 $1.09 Million
Q1 2024 May 07, 2024	BUY	$83.91 - $95.65 $1,174 - $1,339	14 Added 0.12%	12,050 $1.15 Million
Q4 2023 Feb 13, 2024	BUY	$70.7 - $85.68 $4,029 - $4,883	57 Added 0.48%	12,036 $1.03 Million
Q3 2023 Nov 08, 2023	SELL	$73.99 - $79.98 $739 - $799	-10 Reduced 0.08%	11,979 $895,000
Q2 2023 Aug 09, 2023	BUY	$68.91 - $74.74 $1,447 - $1,569	21 Added 0.18%	11,989 $894,000
Q1 2023 May 09, 2023	SELL	$68.23 - $82.05 $39,164 - $47,096	-574 Reduced 4.58%	11,968 $851,000
Q4 2022 Jan 31, 2023	BUY	$67.64 - $80.38 $3,923 - $4,662	58 Added 0.46%	12,542 $947,000
Q3 2022 Nov 10, 2022	SELL	$67.55 - $79.83 $215,754 - $254,977	-3,194 Reduced 20.37%	12,484 $843,000
Q2 2022 Aug 15, 2022	SELL	$67.96 - $84.37 $19,572 - $24,298	-288 Reduced 1.8%	15,678 $1.1 Million
Q1 2022 May 13, 2022	SELL	$78.62 - $91.32 $17,217 - $19,999	-219 Reduced 1.35%	15,966 $1.35 Million
Q4 2021 Feb 14, 2022	BUY	$83.02 - $90.24 $6,724 - $7,309	81 Added 0.5%	16,185 $1.4 Million
Q2 2021 Aug 12, 2021	BUY	$75.91 - $83.61 $4,858 - $5,351	64 Added 0.4%	16,104 $1.31 Million
Q1 2021 May 13, 2021	SELL	$65.2 - $76.35 $9,780 - $11,452	-150 Reduced 0.93%	16,040 $1.2 Million
Q4 2020 Feb 19, 2021	BUY	$55.06 - $66.77 $446,701 - $541,705	8,113 Added 100.45%	16,190 $1.08 Million
Q3 2020 Nov 16, 2020	BUY	$54.05 - $60.26 $1,513 - $1,687	28 Added 0.35%	8,077 $917,000
Q2 2020 Aug 14, 2020	BUY	$45.62 - $62.0 $2,737 - $3,720	60 Added 0.75%	8,049 $887,000
Q1 2020 Apr 27, 2020	SELL	$41.18 - $71.71 $149,112 - $259,661	-3,621 Reduced 31.19%	7,989 $777,000
Q4 2019 Feb 18, 2020	SELL	$62.23 - $68.93 $15,308 - $16,956	-246 Reduced 2.07%	11,610 $1.6 Million
Q2 2019 Aug 14, 2019	BUY	N/A	23 Added 0.19%	11,856 $1.49 Million
Q1 2019 May 16, 2019	BUY	N/A	26 Added 0.22%	11,833 $1.4 Million
Q4 2018 Feb 12, 2019	BUY	N/A	51 Added 0.43%	11,807 $1.26 Million
Q3 2018 Nov 07, 2018	BUY	N/A	23 Added 0.2%	11,756 $0
Q1 2018 May 09, 2018	BUY	N/A	19 Added 0.16%	11,733 $1.38 Million
Q4 2017 Feb 22, 2018	BUY	N/A	42 Added 0.36%	11,714 $1.4 Million
Q3 2017 Nov 13, 2017	BUY	N/A	11,672	11,672 $1.31 Million

Others Institutions Holding IYF

# of Institutions

458

Shares Held

19.8M

Call Options Held

28.3K

Put Options Held

35.3K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Account

Kcm Investment Advisors LLC Ishares Tr Transaction History