A detailed history of North Star Asset Management Inc transactions in Ishares Tr stock. As of the latest transaction made, North Star Asset Management Inc holds 1,800 shares of IYY stock, worth $264,096. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,800
Previous 1,800 -0.0%
Holding current value
$264,096
Previous $238,000 5.46%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024

BUY
$99.95 - $116.88 $179,910 - $210,384
1,800 New
1,800 $209,000
Q1 2022

Apr 29, 2022

SELL
$102.45 - $118.45 $450,780 - $521,180
-4,400 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$81.36 - $94.32 $178,992 - $207,503
2,200 Added 100.0%
4,400 $415,000
Q1 2019

Apr 26, 2019

BUY
N/A
2,200 New
2,200 $311,000

Others Institutions Holding IYY

About ISHARES TR


  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track North Star Asset Management Inc Portfolio

Follow North Star Asset Management Inc 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 North Star Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on North Star Asset Management Inc with notifications on news.