Key Client Fiduciary Advisors, LLC Ishares Tr Transaction History

Key Client Fiduciary Advisors, LLC

$201 Million
Q3 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,956 shares of IYF stock, worth $320,459. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,956

Previous 2,946 0.34%

Holding current value

$320,459

Previous $278,000 10.43%

% of portfolio

0.15%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$93.83 - $105.05 $938 - $1,050	10 Added 0.34%	2,956 $307,000
Q2 2024 Jul 16, 2024	BUY	$89.39 - $96.85 $893 - $968	10 Added 0.34%	2,946 $278,000
Q1 2024 Apr 15, 2024	BUY	$83.91 - $95.65 $419 - $478	5 Added 0.17%	2,936 $280,000
Q4 2023 Jan 09, 2024	BUY	$70.7 - $85.68 $1,343 - $1,627	19 Added 0.65%	2,931 $250,000
Q2 2023 Jul 13, 2023	SELL	$68.91 - $74.74 $206 - $224	-3 Reduced 0.1%	2,912 $217,000
Q1 2023 Apr 25, 2023	BUY	$68.23 - $82.05 $955 - $1,148	14 Added 0.48%	2,915 $207,000
Q4 2022 Jan 17, 2023	SELL	$67.64 - $80.38 $4,126 - $4,903	-61 Reduced 2.06%	2,901 $0
Q3 2022 Oct 12, 2022	SELL	$67.55 - $79.83 $83,626 - $98,829	-1,238 Reduced 29.48%	2,962 $200,000
Q2 2022 Jul 19, 2022	SELL	$67.96 - $84.37 $407 - $506	-6 Reduced 0.14%	4,200 $294,000
Q1 2022 Apr 18, 2022	BUY	$78.62 - $91.32 $36,165 - $42,007	460 Added 12.28%	4,206 $356,000
Q4 2021 Mar 01, 2022	BUY	$83.02 - $90.24 $310,992 - $338,039	3,746 New	3,746 $325,000

Others Institutions Holding IYF

# of Institutions

394

Shares Held

15.6M

Call Options Held

10.6K

Put Options Held

500

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About ISHARES TR

Ticker IYF
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Industry ETFs

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Key Client Fiduciary Advisors, LLC Ishares Tr Transaction History