Lowe Wealth Advisors, LLC Ishares Tr Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 34,215 shares of IYY stock, worth $5.05 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

34,215

Previous 34,982 2.19%

Holding current value

$5.05 Million

Previous $4.88 Million 0.25%

% of portfolio

2.11%

Previous 2.13%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$138.14 - $149.13 $105,953 - $114,382	-767 Reduced 2.19%	34,215 $4.9 Million
Q3 2024 Oct 02, 2024	SELL	$125.77 - $139.59 $75,336 - $83,614	-599 Reduced 1.68%	34,982 $4.88 Million
Q2 2024 Jul 09, 2024	SELL	$120.85 - $132.7 $69,730 - $76,567	-577 Reduced 1.6%	35,581 $4.71 Million
Q1 2024 Apr 08, 2024	SELL	$114.26 - $128.09 $47,760 - $53,541	-418 Reduced 1.14%	36,158 $4.63 Million
Q4 2023 Jan 04, 2024	SELL	$99.95 - $116.88 $54,372 - $63,582	-544 Reduced 1.47%	36,576 $4.26 Million
Q3 2023 Oct 20, 2023	BUY	$103.92 - $112.08 $53,207 - $57,384	512 Added 1.4%	37,120 $3.88 Million
Q2 2023 Jul 06, 2023	SELL	$98.55 - $108.33 $26,608 - $29,249	-270 Reduced 0.73%	36,608 $3.97 Million
Q1 2023 Apr 05, 2023	SELL	$92.74 - $102.46 $105,259 - $116,292	-1,135 Reduced 2.99%	36,878 $3.69 Million
Q4 2022 Jan 17, 2023	SELL	$87.49 - $99.71 $85,652 - $97,616	-979 Reduced 2.51%	38,013 $0
Q3 2022 Oct 06, 2022	SELL	$87.7 - $105.61 $192,063 - $231,285	-2,190 Reduced 5.32%	38,992 $3.42 Million
Q2 2022 Jul 07, 2022	SELL	$89.32 - $112.61 $63,595 - $80,178	-712 Reduced 1.7%	41,182 $3.8 Million
Q1 2022 Apr 08, 2022	SELL	$102.45 - $118.45 $72,841 - $84,217	-711 Reduced 1.67%	41,894 $4.67 Million
Q4 2021 Jan 18, 2022	SELL	$107.69 - $118.54 $24,661 - $27,145	-229 Reduced 0.53%	42,605 $5.02 Million
Q3 2021 Oct 05, 2021	SELL	$106.77 - $113.98 $274,825 - $293,384	-2,574 Reduced 5.67%	42,834 $4.62 Million
Q2 2021 Jul 01, 2021	BUY	$101.05 - $107.97 $20,816 - $22,241	206 Added 0.46%	45,408 $0
Q1 2021 Apr 06, 2021	SELL	$93.02 - $100.44 $28,092 - $30,332	-302 Reduced 0.66%	45,202 $4.51 Million
Q4 2020 Jan 07, 2021	BUY	$81.36 - $94.32 $1.8 Million - $2.09 Million	22,168 Added 94.99%	45,504 $4.29 Million
Q3 2020 Oct 16, 2020	SELL	$76.94 - $88.82 $801,330 - $925,060	-10,415 Reduced 30.86%	23,336 $3.89 Million
Q2 2020 Jul 08, 2020	SELL	$60.32 - $80.25 $67,799 - $90,201	-1,124 Reduced 3.22%	33,751 $5.17 Million
Q1 2020 Apr 10, 2020	SELL	$54.71 - $84.04 $160,519 - $246,573	-2,934 Reduced 7.76%	34,875 $4.4 Million
Q4 2019 Jan 15, 2020	SELL	$71.59 - $80.04 $30,497 - $34,097	-426 Reduced 1.11%	37,809 $6.04 Million
Q3 2019 Oct 08, 2019	SELL	$73.36 - $74.95 $186,481 - $190,522	-2,542 Reduced 6.23%	38,235 $5.64 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-1,075 Reduced 2.57%	40,777 $5.96 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-586 Reduced 1.38%	41,852 $5.91 Million
Q4 2018 Jan 10, 2019	SELL	N/A	-7,327 Reduced 14.72%	42,438 $5.28 Million
Q3 2018 Oct 30, 2018	SELL	N/A	-1,067 Reduced 2.1%	49,765 $7.24 Million
Q2 2018 Jul 12, 2018	SELL	N/A	-520 Reduced 1.01%	50,832 $6.93 Million
Q1 2018 Apr 06, 2018	BUY	N/A	81 Added 0.16%	51,352 $6.79 Million
Q4 2017 Jan 18, 2018	BUY	N/A	267 Added 0.52%	51,271 $6.85 Million
Q3 2017 Oct 05, 2017	BUY	N/A	51,004	51,004 $6.43 Million

Others Institutions Holding IYY

# of Institutions

282

Shares Held

3.75M

Call Options Held

5.6K

Put Options Held

100

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Lowe Wealth Advisors, LLC Ishares Tr Transaction History