Stonebridge Financial Planning Group, LLC Ishares Tr Transaction History

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 4,442 shares of IYF stock, worth $524,644. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,442
Previous 4,440 0.05%
Holding current value
$524,644
Previous $419,000 10.02%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Nov 08, 2024
BUY
$93.83 - $105.05 $187 - $210
2 Added 0.05%
4,442 $461,000
Q2 2024

Aug 07, 2024
SELL
$89.39 - $96.85 $5,899 - $6,392
-66 Reduced 1.46%
4,440 $419,000
Q1 2024

May 13, 2024
SELL
$83.91 - $95.65 $28,948 - $32,999
-345 Reduced 7.11%
4,506 $430,000
Q4 2023

Feb 05, 2024
SELL
$70.7 - $85.68 $188,486 - $228,422
-2,666 Reduced 35.47%
4,851 $414,000
Q3 2023

Nov 07, 2023
SELL
$73.99 - $79.98 $242,909 - $262,574
-3,283 Reduced 30.4%
7,517 $561,000
Q2 2023

Aug 11, 2023
SELL
$68.91 - $74.74 $165,039 - $179,002
-2,395 Reduced 18.15%
10,800 $805,000
Q1 2023

May 03, 2023
BUY
$68.23 - $82.05 $173,031 - $208,078
2,536 Added 23.79%
13,195 $938,000
Q4 2022

Jan 18, 2023
BUY
$67.64 - $80.38 $139,676 - $165,984
2,065 Added 24.03%
10,659 $0
Q3 2022

Oct 31, 2022
SELL
$67.55 - $79.83 $945 - $1,117
-14 Reduced 0.16%
8,594 $581,000
Q2 2022

Aug 01, 2022
SELL
$67.96 - $84.37 $99,153 - $123,095
-1,459 Reduced 14.49%
8,608 $602,000
Q1 2022

May 10, 2022
BUY
$78.62 - $91.32 $21,463 - $24,930
273 Added 2.79%
10,067 $851,000
Q4 2021

Feb 02, 2022
BUY
$83.02 - $90.24 $108,756 - $118,214
1,310 Added 15.44%
9,794 $837,000
Q3 2021

Nov 08, 2021
BUY
$79.17 - $85.45 $7,283 - $7,861
92 Added 1.1%
8,484 $766,000
Q2 2021

Jul 28, 2021
BUY
$75.91 - $83.61 $13,284 - $14,631
175 Added 2.13%
8,392 $693,000
Q1 2021

May 06, 2021
SELL
$65.2 - $76.35 $3,912 - $4,581
-60 Reduced 0.72%
8,217 $637,000
Q4 2020

Jan 27, 2021
BUY
$55.06 - $66.77 $227,838 - $276,294
4,138 Added 99.98%
8,277 $553,000
Q3 2020

Oct 26, 2020
SELL
$54.05 - $60.26 $145,448 - $162,159
-2,691 Reduced 39.4%
4,139 $486,000
Q2 2020

Jul 24, 2020
SELL
$45.62 - $62.0 $37,955 - $51,584
-832 Reduced 10.86%
6,830 $752,000
Q1 2020

Apr 15, 2020
SELL
$41.18 - $71.71 $40,521 - $70,562
-984 Reduced 11.38%
7,662 $799,000
Q4 2019

Feb 07, 2020
BUY
$62.23 - $68.93 $538,040 - $595,968
8,646 New
8,646 $1.19 Million

Others Institutions Holding IYF

# of Institutions
427
Shares Held
18.3M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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