Key Client Fiduciary Advisors, LLC Ishares Tr Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 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 2,969 shares of IYF stock, worth $350,668. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,969

Previous 2,956 0.44%

Holding current value

$350,668

Previous $307,000 6.84%

% of portfolio

0.16%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$102.7 - $119.05 $1,335 - $1,547	13 Added 0.44%	2,969 $328,000
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

427

Shares Held

18.3M

Call Options Held

19.7K

Put Options Held

3.9K

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About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Key Client Fiduciary Advisors, LLC Ishares Tr Transaction History