Sunbelt Securities, Inc. Ishares Tr Transaction History

Sunbelt Securities, Inc.

$1.03 Billion
Q4 2024

A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 7,757 shares of IEZ stock, worth $152,735. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,757

Previous 14,919 48.01%

Holding current value

$152,735

Previous $299,000 48.83%

% of portfolio

0.01%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$18.93 - $22.09 $135,576 - $158,208	-7,162 Reduced 48.01%	7,757 $153,000
Q3 2024 Nov 18, 2024	BUY	$19.08 - $23.8 $190,628 - $237,785	9,991 Added 202.74%	14,919 $299,000
Q2 2024 Aug 15, 2024	BUY	$20.73 - $24.62 $31,530 - $37,447	1,521 Added 44.64%	4,928 $109,000
Q1 2024 Apr 15, 2024	BUY	$19.85 - $23.65 $33,367 - $39,755	1,681 Added 97.39%	3,407 $80,000
Q4 2023 Feb 14, 2024	BUY	$20.39 - $24.27 $25,507 - $30,361	1,251 Added 263.37%	1,726 $37,000
Q3 2023 Dec 11, 2023	BUY	$20.14 - $25.39 $9,566 - $12,060	475 New	475 $11,000
Q4 2019 Feb 14, 2020	BUY	$16.26 - $20.54 $11,934 - $15,076	734 New	734 $3.73 Million

Others Institutions Holding IEZ

# of Institutions

Shares Held

4.21M

Call Options Held

12.9K

Put Options Held

15.6K

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

More about IEZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Account

Sunbelt Securities, Inc. Ishares Tr Transaction History