New Wave Wealth Advisors LLC Ishares Tr Transaction History

New Wave Wealth Advisors LLC

  • $231 Billion
  • Q3 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 8,091 shares of IYY stock, worth $1.32 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,091
Previous 8,091 -0.0%
Holding current value
$1.32 Million
Previous $1.22 Billion -0.0%
% of portfolio
0.53%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$150.75 - $162.82 $496,118 - $535,840
-3,291 Reduced 40.67%
4,800 $780 Million
Q1 2025

Apr 25, 2025
SELL
$134.05 - $149.75 $134,854 - $150,648
-1,006 Reduced 11.06%
8,091 $1.1 Billion
Q2 2024

Aug 27, 2024
BUY
$120.85 - $132.7 $1.1 Million - $1.21 Million
9,097 New
9,097 $1.2 Billion

Others Institutions Holding IYY

# of Institutions
291
Shares Held
3.74M
Call Options Held
6K
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email