Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,724 shares of IYE stock, worth $373,918. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,724

Previous 7,434 3.9%

Holding current value

$373,918

Previous $344,000 2.03%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$43.93 - $51.37 $12,739 - $14,897	290 Added 3.9%	7,724 $351,000
Q3 2024 Nov 13, 2024	SELL	$44.44 - $49.18 $24,797 - $27,442	-558 Reduced 6.98%	7,434 $344,000
Q2 2024 Aug 08, 2024	SELL	$46.21 - $51.17 $19,038 - $21,082	-412 Reduced 4.9%	7,992 $383,000
Q1 2024 May 06, 2024	SELL	$41.9 - $49.4 $3,477 - $4,100	-83 Reduced 0.98%	8,404 $415,000
Q4 2023 Feb 06, 2024	SELL	$42.54 - $48.28 $1,616 - $1,834	-38 Reduced 0.45%	8,487 $374,000
Q3 2023 Nov 06, 2023	SELL	$41.76 - $48.97 $179,108 - $210,032	-4,289 Reduced 33.47%	8,525 $404,000
Q2 2023 Jul 31, 2023	SELL	$40.39 - $45.87 $58,363 - $66,282	-1,445 Reduced 10.13%	12,814 $548,000
Q1 2023 May 09, 2023	SELL	$40.63 - $49.07 $30,188 - $36,459	-743 Reduced 4.95%	14,259 $623,000
Q4 2022 Feb 13, 2023	BUY	$41.43 - $50.5 $135,393 - $165,034	3,268 Added 27.85%	15,002 $697,000
Q3 2022 Nov 14, 2022	BUY	$36.07 - $45.64 $423,245 - $535,539	11,734 New	11,734 $461,000

Others Institutions Holding IYE

# of Institutions

342

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Tr Transaction History