Lodestone Wealth Management LLC Ishares Tr Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 556 shares of IYM stock, worth $80,519. This represents 0.03% of its overall portfolio holdings.

Number of Shares
556
Holding current value
$80,519
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$139.22 - $151.57 $77,406 - $84,272
556 New
556 $85.6 Million

Others Institutions Holding IYM

# of Institutions
215
Shares Held
2.12M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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