Waypoint Wealth Counsel Ishares Tr Transaction History

Waypoint Wealth Counsel

  • $149 Billion
  • Q3 2024

A detailed history of Waypoint Wealth Counsel transactions in Ishares Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,191 shares of IYF stock, worth $233,604. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,191
Previous 2,183 0.37%
Holding current value
$233,604
Previous $206 Million 10.25%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$93.83 - $105.05 $750 - $840
8 Added 0.37%
2,191 $228 Million
Q2 2024

Jul 19, 2024
BUY
$89.39 - $96.85 $625 - $677
7 Added 0.32%
2,183 $206 Million
Q1 2024

Apr 12, 2024
BUY
$83.91 - $95.65 $182,588 - $208,134
2,176 New
2,176 $208 Million

Others Institutions Holding IYF

# of Institutions
396
Shares Held
15.6M
Call Options Held
10.6K
Put Options Held
500
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Waypoint Wealth Counsel Portfolio

Follow Waypoint Wealth Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email