Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $444 Million
  • Q3 2024

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 65,360 shares of IYJ stock, worth $8.59 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
65,360
Previous 66,848 2.23%
Holding current value
$8.59 Million
Previous $7.98 Million 9.42%
% of portfolio
1.97%
Previous 2.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$118.32 - $133.67 $176,060 - $198,900
-1,488 Reduced 2.23%
65,360 $8.74 Million
Q2 2024

Jul 25, 2024
SELL
$119.1 - $125.05 $235,460 - $247,223
-1,977 Reduced 2.87%
66,848 $7.98 Million
Q1 2024

Apr 16, 2024
BUY
$111.23 - $125.71 $7.24 Million - $8.19 Million
65,126 Added 1760.64%
68,825 $8.65 Million
Q4 2023

Feb 08, 2024
SELL
$95.31 - $114.66 $10,007 - $12,039
-105 Reduced 2.76%
3,699 $423,000
Q2 2023

Jul 13, 2023
BUY
$96.6 - $106.04 $1,449 - $1,590
15 Added 0.4%
3,804 $403,000
Q1 2023

Apr 19, 2023
SELL
$95.26 - $104.26 $3,905 - $4,274
-41 Reduced 1.07%
3,789 $379,000
Q4 2022

Jan 09, 2023
BUY
$84.86 - $101.21 $13,407 - $15,991
158 Added 4.3%
3,830 $0
Q3 2022

Oct 06, 2022
SELL
$83.78 - $102.55 $6.8 Million - $8.33 Million
-81,200 Reduced 95.67%
3,672 $307,000
Q2 2022

Jul 13, 2022
BUY
$86.15 - $105.81 $236,223 - $290,131
2,742 Added 3.34%
84,872 $7.48 Million
Q1 2022

Apr 26, 2022
SELL
$97.52 - $114.07 $1.99 Million - $2.32 Million
-20,380 Reduced 19.88%
82,130 $8.66 Million
Q4 2021

Jan 18, 2022
BUY
$104.49 - $114.29 $762,881 - $834,431
7,301 Added 7.67%
102,510 $11.6 Million
Q3 2021

Nov 03, 2021
BUY
$107.16 - $114.98 $2 Million - $2.15 Million
18,695 Added 24.43%
95,209 $10.2 Million
Q2 2021

Aug 02, 2021
BUY
$106.5 - $112.79 $536,866 - $568,574
5,041 Added 7.05%
76,514 $8.5 Million
Q1 2021

Apr 27, 2021
SELL
$93.24 - $105.87 $157,389 - $178,708
-1,688 Reduced 2.31%
71,473 $7.55 Million
Q4 2020

Jan 19, 2021
BUY
$81.66 - $97.19 $5.97 Million - $7.11 Million
73,161 New
73,161 $7.1 Million

Others Institutions Holding IYJ

# of Institutions
318
Shares Held
6.18M
Call Options Held
29.4K
Put Options Held
0
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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