True Private Wealth Advisors Ishares Tr Transaction History

True Private Wealth Advisors

$823 Million
Q3 2025

A detailed history of True Private Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, True Private Wealth Advisors holds 6,207 shares of IYG stock, worth $544,850. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,207

Previous 6,207 -0.0%

Holding current value

$544,850

Previous $531,000 4.71%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$63.91 - $191.92 $242,794 - $729,104	3,799 Added 157.77%	6,207 $411,000
Q4 2023 Jan 30, 2024	BUY	$145.02 - $179.81 $1,305 - $1,618	9 Added 0.38%	2,408 $431,000
Q3 2023 Nov 13, 2023	BUY	$154.42 - $169.5 $12,508 - $13,729	81 Added 3.49%	2,399 $370,000
Q1 2023 May 11, 2023	BUY	$145.23 - $176.24 $55,042 - $66,794	379 Added 19.55%	2,318 $349,000
Q4 2022 Feb 14, 2023	BUY	$46.92 - $169.19 $3,565 - $12,858	76 Added 4.08%	1,939 $305,000

Q3 2022 Nov 04, 2022	BUY	$47.08 - $57.16 $9,651 - $11,717	205 Added 12.36%	1,863 $263,000
Q2 2021 Aug 10, 2021	SELL	$57.88 - $63.59 $289 - $317	-5 Reduced 0.3%	1,658 $307,000
Q4 2020 Jan 11, 2021	SELL	$39.45 - $50.02 $121,150 - $153,611	-3,071 Reduced 64.87%	1,663 $249,000
Q3 2020 Oct 09, 2020	SELL	$38.91 - $43.53 $20,116 - $22,505	-517 Reduced 9.85%	4,734 $577,000
Q2 2020 Jul 07, 2020	BUY	$32.09 - $45.18 $140,682 - $198,069	4,384 Added 505.65%	5,251 $627,000
Q1 2020 Apr 20, 2020	BUY	$28.97 - $52.03 $25,116 - $45,110	867 New	867 $89,000

Others Institutions Holding IYG

# of Institutions

295

Shares Held

15M

Call Options Held

4.9K

Put Options Held

10.2K

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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True Private Wealth Advisors Ishares Tr Transaction History