Private Wealth Partners, LLC Ishares Tr Transaction History

Private Wealth Partners, LLC

  • $1.39 Billion
  • Q3 2025

A detailed history of Private Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Private Wealth Partners, LLC holds 2,820 shares of IYY stock, worth $460,477. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,820
Previous 2,820 -0.0%
Holding current value
$460,477
Previous $425,000 7.76%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$138.14 - $149.13 $138 - $149
-1 Reduced 0.04%
2,820 $403,000
Q3 2024

Oct 29, 2024
SELL
$125.77 - $139.59 $2,012 - $2,233
-16 Reduced 0.56%
2,821 $393,000
Q2 2024

Aug 07, 2024
BUY
$120.85 - $132.7 $76,981 - $84,529
637 Added 28.95%
2,837 $375,000
Q1 2023

May 03, 2023
BUY
$92.74 - $102.46 $204,028 - $225,412
2,200 New
2,200 $220,000
Q1 2021

May 04, 2021
SELL
$93.02 - $100.44 $204,644 - $220,968
-2,200 Closed
0 $0
Q4 2020

Feb 03, 2021
BUY
$81.36 - $94.32 $178,992 - $207,503
2,200 New
2,200 $208,000

Others Institutions Holding IYY

# of Institutions
291
Shares Held
3.75M
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
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