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 6,234 shares of IYF stock, worth $771,332. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,234
Previous 5,920 5.3%
Holding current value
$771,332
Previous $716,000 10.2%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 31, 2025
BUY
$119.89 - $127.16 $37,645 - $39,928
314 Added 5.3%
6,234 $789,000
Q2 2025

Aug 01, 2025
BUY
$99.23 - $120.99 $587,441 - $716,260
5,920 New
5,920 $716,000

Others Institutions Holding IYF

# of Institutions
511
Shares Held
20.7M
Call Options Held
18.2K
Put Options Held
44.1K
View Full List

About ISHARES TR

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