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 2,418 shares of IYM stock, worth $350,174. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,418
Previous 2,942 17.81%
Holding current value
$350,174
Previous $411,000 12.9%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Nov 17, 2025
SELL
$138.95 - $150.69 $72,809 - $78,961
-524 Reduced 17.81%
2,418 $358,000
Q2 2025

Aug 05, 2025
SELL
$116.16 - $140.01 $24,393 - $29,402
-210 Reduced 6.66%
2,942 $411,000
Q1 2025

May 08, 2025
SELL
$128.53 - $142.03 $266,571 - $294,570
-2,074 Reduced 39.69%
3,152 $424,000
Q4 2024

Feb 18, 2025
SELL
$129.15 - $153.25 $85,884 - $101,911
-665 Reduced 11.29%
5,226 $679,000
Q3 2024

Nov 08, 2024
SELL
$136.13 - $151.64 $72,148 - $80,369
-530 Reduced 8.25%
5,891 $884,000
Q2 2024

Aug 07, 2024
BUY
$140.01 - $149.03 $119,008 - $126,675
850 Added 15.26%
6,421 $899,000
Q1 2024

May 13, 2024
SELL
$130.2 - $147.73 $1,952 - $2,215
-15 Reduced 0.27%
5,571 $823,000
Q4 2023

Feb 05, 2024
SELL
$119.29 - $139.6 $4,175 - $4,886
-35 Reduced 0.62%
5,586 $771,000
Q3 2023

Nov 07, 2023
SELL
$124.84 - $138.68 $6,242 - $6,934
-50 Reduced 0.88%
5,621 $710,000
Q2 2023

Aug 11, 2023
SELL
$120.69 - $133.93 $276,500 - $306,833
-2,291 Reduced 28.77%
5,671 $754,000
Q1 2023

May 03, 2023
BUY
$124.32 - $140.43 $29,836 - $33,703
240 Added 3.11%
7,962 $1.06 Million
Q4 2022

Jan 18, 2023
BUY
$109.29 - $133.88 $46,994 - $57,568
430 Added 5.9%
7,722 $0
Q3 2022

Oct 31, 2022
SELL
$106.58 - $130.61 $449,447 - $550,782
-4,217 Reduced 36.64%
7,292 $789,000
Q2 2022

Aug 01, 2022
BUY
$117.72 - $154.02 $602,373 - $788,120
5,117 Added 80.05%
11,509 $1.36 Million
Q1 2022

May 10, 2022
BUY
$128.72 - $151.73 $11,456 - $13,503
89 Added 1.41%
6,392 $956,000
Q4 2021

Feb 02, 2022
BUY
$125.86 - $141.73 $13,970 - $15,732
111 Added 1.79%
6,303 $812,000
Q3 2021

Nov 08, 2021
SELL
$122.85 - $135.99 $22,604 - $25,022
-184 Reduced 2.89%
6,192 $844,000
Q2 2021

Jul 28, 2021
BUY
$126.01 - $141.25 $565,784 - $634,212
4,490 Added 238.07%
6,376 $840,000
Q1 2021

May 06, 2021
BUY
$111.16 - $126.89 $125,610 - $143,385
1,130 Added 149.47%
1,886 $240,000
Q1 2020

Apr 15, 2020
SELL
$59.63 - $96.97 $29,755 - $48,388
-499 Reduced 39.76%
756 $58,000
Q4 2019

Feb 07, 2020
BUY
$87.15 - $97.94 $109,373 - $122,914
1,255 New
1,255 $123,000

Others Institutions Holding IYM

# of Institutions
214
Shares Held
2.09M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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