Stonebridge Financial Planning Group, LLC Ishares Tr Transaction History

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025

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 3,697 shares of IYJ stock, worth $528,560. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,697
Previous 3,696 0.03%
Holding current value
$528,560
Previous $525,000 2.67%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Nov 17, 2025
BUY
$142.42 - $148.18 $142 - $148
1 Added 0.03%
3,697 $539,000
Q2 2025

Aug 05, 2025
SELL
$115.07 - $142.31 $2,761 - $3,415
-24 Reduced 0.65%
3,696 $525,000
Q1 2025

May 08, 2025
SELL
$127.48 - $142.0 $9,561 - $10,650
-75 Reduced 1.98%
3,720 $484,000
Q4 2024

Feb 18, 2025
BUY
$132.97 - $143.93 $132 - $143
1 Added 0.03%
3,795 $506,000
Q3 2024

Nov 08, 2024
BUY
$118.32 - $133.67 $118 - $133
1 Added 0.03%
3,794 $507,000
Q2 2024

Aug 07, 2024
SELL
$119.1 - $125.05 $13,815 - $14,505
-116 Reduced 2.97%
3,793 $453,000
Q1 2024

May 13, 2024
SELL
$111.23 - $125.71 $16,573 - $18,730
-149 Reduced 3.67%
3,909 $491,000
Q4 2023

Feb 05, 2024
SELL
$95.31 - $114.66 $4,670 - $5,618
-49 Reduced 1.19%
4,058 $464,000
Q3 2023

Nov 07, 2023
SELL
$100.31 - $109.74 $20,062 - $21,948
-200 Reduced 4.64%
4,107 $414,000
Q2 2023

Aug 11, 2023
SELL
$96.6 - $106.04 $19,320 - $21,208
-200 Reduced 4.44%
4,307 $456,000
Q1 2023

May 03, 2023
SELL
$95.26 - $104.26 $18,956 - $20,747
-199 Reduced 4.23%
4,507 $451,000
Q3 2022

Oct 31, 2022
SELL
$83.78 - $102.55 $16,672 - $20,407
-199 Reduced 4.06%
4,706 $394,000
Q2 2022

Aug 01, 2022
SELL
$86.15 - $105.81 $25,672 - $31,531
-298 Reduced 5.73%
4,905 $432,000
Q1 2022

May 10, 2022
SELL
$97.52 - $114.07 $5,266 - $6,159
-54 Reduced 1.03%
5,203 $549,000
Q3 2021

Nov 08, 2021
SELL
$107.16 - $114.98 $21,324 - $22,881
-199 Reduced 3.65%
5,257 $587,000
Q4 2020

Jan 27, 2021
BUY
$81.66 - $97.19 $222,850 - $265,231
2,729 Added 100.07%
5,456 $530,000
Q3 2020

Oct 26, 2020
SELL
$74.42 - $87.03 $26,344 - $30,808
-354 Reduced 11.49%
2,727 $481,000
Q2 2020

Jul 24, 2020
SELL
$58.74 - $81.28 $16,094 - $22,270
-274 Reduced 8.17%
3,081 $467,000
Q1 2020

Apr 15, 2020
SELL
$52.08 - $87.1 $14,269 - $23,865
-274 Reduced 7.55%
3,355 $441,000
Q4 2019

Feb 07, 2020
BUY
$75.93 - $84.31 $275,549 - $305,960
3,629 New
3,629 $608,000

Others Institutions Holding IYJ

# of Institutions
345
Shares Held
6.59M
Call Options Held
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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