Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

$484 Million
Q3 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 118,540 shares of IYF stock, worth $14.7 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares

118,540

Previous 115,018 3.06%

Holding current value

$14.7 Million

Previous $13.9 Million 7.87%

% of portfolio

3.1%

Previous 3.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$119.89 - $127.16 $422,252 - $447,857	3,522 Added 3.06%	118,540 $15 Million
Q2 2025 Jul 16, 2025	SELL	$99.23 - $120.99 $7.13 Million - $8.69 Million	-71,814 Reduced 38.44%	115,018 $13.9 Million
Q1 2025 Apr 22, 2025	BUY	$107.69 - $119.37 $627,509 - $695,568	5,827 Added 3.22%	186,832 $21.1 Million
Q4 2024 Jan 17, 2025	BUY	$102.7 - $119.05 $8.96 Million - $10.4 Million	87,248 Added 93.06%	181,005 $20 Million
Q3 2024 Oct 30, 2024	BUY	$93.83 - $105.05 $8.8 Million - $9.85 Million	93,757 New	93,757 $9.74 Million

Q4 2018 Jan 17, 2019	SELL	N/A	-256 Closed	0 $0
Q1 2017 Jun 28, 2018	BUY	N/A	150 Added 141.51%	256 $26,000
Q1 2016 Jun 28, 2018	BUY	N/A	106	106 $8,000

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

Ticker IYF
Sector ETFs
Industry ETFs

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Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History