Mayflower Financial Advisors, LLC Ishares Tr Transaction History

Mayflower Financial Advisors, LLC

$638 Million
Q4 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 7,941 shares of IYE stock, worth $365,841. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,941

Previous 7,621 4.2%

Holding current value

$365,841

Previous $353,000 2.27%

% of portfolio

0.06%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$43.93 - $51.37 $14,057 - $16,438	320 Added 4.2%	7,941 $361,000
Q3 2024 Nov 04, 2024	BUY	$44.44 - $49.18 $1,199 - $1,327	27 Added 0.36%	7,621 $353,000
Q2 2024 Aug 02, 2024	SELL	$46.21 - $51.17 $31,515 - $34,897	-682 Reduced 8.24%	7,594 $364,000
Q1 2024 Apr 29, 2024	SELL	$41.9 - $49.4 $149,876 - $176,703	-3,577 Reduced 30.18%	8,276 $408,000
Q4 2023 Jan 22, 2024	BUY	$42.54 - $48.28 $222,441 - $252,456	5,229 Added 78.94%	11,853 $522,000
Q3 2023 Oct 12, 2023	SELL	$41.76 - $48.97 $53,828 - $63,122	-1,289 Reduced 16.29%	6,624 $314,000
Q2 2023 Jul 13, 2023	SELL	$40.39 - $45.87 $5,654 - $6,421	-140 Reduced 1.74%	7,913 $338,000
Q1 2023 Apr 12, 2023	SELL	$40.63 - $49.07 $22,671 - $27,381	-558 Reduced 6.48%	8,053 $352,000
Q4 2022 Jan 25, 2023	BUY	$41.43 - $50.5 $356,753 - $434,855	8,611 New	8,611 $0
Q3 2022 Oct 19, 2022	SELL	$36.07 - $45.64 $160,800 - $203,463	-4,458 Reduced 34.52%	8,458 $332,000
Q3 2022 Oct 17, 2022	BUY	$36.07 - $45.64 $222,046 - $280,959	6,156 Added 91.07%	12,916 $508,000
Q4 2021 Jan 21, 2022	BUY	$28.79 - $32.36 $194,620 - $218,753	6,760 New	6,760 $203,000

Others Institutions Holding IYE

# of Institutions

342

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

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About ISHARES TR

Ticker IYE
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Mayflower Financial Advisors, LLC Ishares Tr Transaction History