Liberty Wealth Management LLC Ishares Tr Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 67,674 shares of IFRA stock, worth $3.07 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

67,674

Previous 136,856 50.55%

Holding current value

$3.07 Million

Previous $2.77 Million 14.61%

% of portfolio

0.56%

Previous 0.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$41.55 - $46.97 $2.87 Million - $3.25 Million	-69,182 Reduced 50.55%	67,674 $3.18 Million
Q2 2024 Aug 06, 2024	BUY	$41.22 - $44.87 $2.92 Million - $3.18 Million	70,816 Added 107.23%	136,856 $2.77 Million
Q1 2024 May 02, 2024	BUY	$38.14 - $43.36 $45,119 - $51,294	1,183 Added 1.82%	66,040 $2.86 Million
Q4 2023 Feb 08, 2024	BUY	$34.58 - $40.63 $170,306 - $200,102	4,925 Added 8.22%	64,857 $2.61 Million
Q3 2023 Nov 13, 2023	BUY	$36.59 - $40.45 $78,302 - $86,563	2,140 Added 3.7%	59,932 $2.19 Million
Q2 2023 Aug 10, 2023	BUY	$35.99 - $39.08 $63,054 - $68,468	1,752 Added 3.13%	57,792 $2.26 Million
Q1 2023 May 03, 2023	BUY	$35.21 - $39.8 $987,464 - $1.12 Million	28,045 Added 100.18%	56,040 $2.09 Million
Q3 2022 Nov 15, 2022	SELL	$32.24 - $39.24 $436,271 - $530,995	-13,532 Reduced 32.59%	27,995 $902,000
Q2 2022 Aug 15, 2022	BUY	$32.87 - $39.92 $1.36 Million - $1.66 Million	41,527 New	41,527 $1.41 Million

Others Institutions Holding IFRA

# of Institutions

451

Shares Held

44.4M

Call Options Held

25.2K

Put Options Held

200

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Ishares Tr Transaction History