Strategic Wealth Advisors Group, LLC Ishares Tr Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 12,067 shares of IYF stock, worth $1.49 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,067

Previous 12,787 5.63%

Holding current value

$1.49 Million

Previous $895,000 8.94%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$67.55 - $79.83 $48,636 - $57,477	-720 Reduced 5.63%	12,067 $815,000
Q2 2022 Aug 12, 2022	SELL	$67.96 - $84.37 $45,533 - $56,527	-670 Reduced 4.98%	12,787 $895,000
Q1 2022 May 10, 2022	BUY	$78.62 - $91.32 $55,977 - $65,019	712 Added 5.59%	13,457 $1.14 Million
Q4 2021 Feb 16, 2022	BUY	$83.02 - $90.24 $130,175 - $141,496	1,568 Added 14.03%	12,745 $1.11 Million
Q3 2021 Nov 17, 2021	BUY	$79.17 - $85.45 $17,813 - $19,226	225 Added 2.05%	11,177 $922,000

Q2 2021 Aug 10, 2021	BUY	$75.91 - $83.61 $831,366 - $915,696	10,952 New	10,952 $888,000

Others Institutions Holding IYF

# of Institutions

508

Shares Held

20M

Call Options Held

18.2K

Put Options Held

44.1K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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Strategic Wealth Advisors Group, LLC Ishares Tr Transaction History