Liberty Wealth Management LLC Ishares Tr Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 13,637 shares of IYE stock, worth $665,485. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,637
Previous 13,028 4.67%
Holding current value
$665,485
Previous $589,000 10.02%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 31, 2025
BUY
$44.83 - $48.91 $27,301 - $29,786
609 Added 4.67%
13,637 $648,000
Q2 2025

Aug 01, 2025
BUY
$40.36 - $49.67 $525,810 - $647,100
13,028 New
13,028 $589,000
Q3 2023

Nov 13, 2023
SELL
$41.76 - $48.97 $40,465 - $47,451
-969 Reduced 11.9%
7,175 $340,000
Q2 2023

Aug 10, 2023
SELL
$40.39 - $45.87 $39,622 - $44,998
-981 Reduced 10.75%
8,144 $348,000
Q1 2023

May 03, 2023
SELL
$40.63 - $49.07 $1.07 Million - $1.3 Million
-26,456 Reduced 74.35%
9,125 $399,000
Q3 2022

Nov 15, 2022
SELL
$36.07 - $45.64 $1.06 Million - $1.35 Million
-29,487 Reduced 45.32%
35,581 $1.4 Million
Q2 2022

Aug 15, 2022
SELL
$37.64 - $48.83 $1.82 Million - $2.36 Million
-48,423 Reduced 42.67%
65,068 $2.48 Million
Q1 2022

May 09, 2022
BUY
$31.0 - $42.12 $44,392 - $60,315
1,432 Added 1.28%
113,491 $4.63 Million
Q4 2021

Feb 15, 2022
BUY
$28.79 - $32.36 $32,647 - $36,696
1,134 Added 1.02%
112,059 $3.36 Million
Q3 2021

Nov 15, 2021
SELL
$24.81 - $29.6 $310,050 - $369,911
-12,497 Reduced 10.13%
110,925 $3.14 Million
Q2 2021

Aug 13, 2021
SELL
$25.2 - $30.0 $87.4 Million - $104 Million
-3,466,307 Reduced 96.56%
123,422 $3.59 Million
Q2 2021

Aug 13, 2021
BUY
$25.2 - $30.0 $90.5 Million - $108 Million
3,589,729 New
3,589,729 $123 Million

Others Institutions Holding IYE

# of Institutions
319
Shares Held
13.7M
Call Options Held
8.3K
Put Options Held
0
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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