Warren Averett Asset Management, LLC Ishares Tr Transaction History

Warren Averett Asset Management, LLC

$9.72 Billion
Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 16,581 shares of IYJ stock, worth $2.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,581

Previous 17,113 3.11%

Holding current value

$2.37 Million

Previous $2.44 Million 0.7%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$142.42 - $148.18 $75,767 - $78,831	-532 Reduced 3.11%	16,581 $2.42 Million
Q2 2025 Aug 14, 2025	BUY	$115.07 - $142.31 $107,475 - $132,917	934 Added 5.77%	17,113 $2.44 Million
Q1 2025 May 15, 2025	SELL	$127.48 - $142.0 $31,232 - $34,790	-245 Reduced 1.49%	16,179 $2.11 Million
Q4 2024 Feb 14, 2025	SELL	$132.97 - $143.93 $92,547 - $100,175	-696 Reduced 4.07%	16,424 $2.19 Million
Q3 2024 Nov 14, 2024	SELL	$118.32 - $133.67 $121,041 - $136,744	-1,023 Reduced 5.64%	17,120 $2.29 Million

Q2 2024 Aug 14, 2024	BUY	$119.1 - $125.05 $10,838 - $11,379	91 Added 0.5%	18,143 $2.17 Million
Q1 2024 May 15, 2024	BUY	$111.23 - $125.71 $2.01 Million - $2.27 Million	18,052 New	18,052 $2.27 Million

Others Institutions Holding IYJ

# of Institutions

345

Shares Held

6.6M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IYJ
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Industry ETFs

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Warren Averett Asset Management, LLC Ishares Tr Transaction History