Wealth Advisors, Inc. Ishares Tr Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

A detailed history of Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Advisors, Inc. holds 16,356 shares of IYJ stock, worth $2.34 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

16,356

Previous 16,356 -0.0%

Holding current value

$2.34 Million

Previous $1.73 Million 4.84%

% of portfolio

0.74%

Previous 0.74%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	SELL	$96.6 - $106.04 $58,443 - $64,154	-605 Reduced 3.57%	16,356 $1.73 Million
Q1 2023 May 05, 2023	SELL	$95.26 - $104.26 $227,195 - $248,660	-2,385 Reduced 12.33%	16,961 $1.7 Million
Q4 2022 Jan 25, 2023	SELL	$84.86 - $101.21 $437,029 - $521,231	-5,150 Reduced 21.02%	19,346 $0
Q3 2022 Oct 13, 2022	SELL	$83.78 - $102.55 $6,283 - $7,691	-75 Reduced 0.31%	24,496 $2.05 Million
Q2 2022 Aug 05, 2022	SELL	$86.15 - $105.81 $37,906 - $46,556	-440 Reduced 1.76%	24,571 $2.17 Million

Q1 2022 Apr 14, 2022	SELL	$97.52 - $114.07 $35,594 - $41,635	-365 Reduced 1.44%	25,011 $2.64 Million
Q4 2021 Jan 24, 2022	BUY	$104.49 - $114.29 $80,979 - $88,574	775 Added 3.15%	25,376 $2.86 Million
Q3 2021 Nov 15, 2021	BUY	$107.16 - $114.98 $308,620 - $331,142	2,880 Added 13.26%	24,601 $2.65 Million
Q2 2021 Aug 04, 2021	BUY	$106.5 - $112.79 $95,850 - $101,511	900 Added 4.32%	21,721 $2.45 Million
Q1 2021 Apr 28, 2021	BUY	$93.24 - $105.87 $564,661 - $641,148	6,056 Added 41.02%	20,821 $2.26 Million
Q4 2020 Feb 04, 2021	BUY	$81.66 - $97.19 $638,172 - $759,539	7,815 Added 112.45%	14,765 $1.43 Million
Q3 2020 Oct 19, 2020	SELL	$74.42 - $87.03 $37,210 - $43,515	-500 Reduced 6.71%	6,950 $1.21 Million
Q2 2020 Jul 13, 2020	SELL	$58.74 - $81.28 $28,782 - $39,827	-490 Reduced 6.17%	7,450 $1.14 Million
Q1 2020 Apr 17, 2020	SELL	$52.08 - $87.1 $362,424 - $606,128	-6,959 Reduced 46.71%	7,940 $1.02 Million
Q4 2019 Mar 16, 2020	BUY	$75.93 - $84.31 $1.13 Million - $1.26 Million	14,899 New	14,899 $2.58 Million

Others Institutions Holding IYJ

# of Institutions

344

Shares Held

6.59M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IYJ
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Wealth Advisors, Inc. Ishares Tr Transaction History