Wetzel Investment Advisors, Inc. Ishares Tr Transaction History

Wetzel Investment Advisors, Inc.

  • $196 Million
  • Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 4,257 shares of IYG stock, worth $347,158. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,257
Previous 4,157 2.41%
Holding current value
$347,158
Previous $295,000 12.2%
% of portfolio
0.17%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$70.24 - $82.34 $7,023 - $8,234
100 Added 2.41%
4,257 $331,000
Q3 2024

Oct 29, 2024
BUY
$64.2 - $71.76 $13,803 - $15,428
215 Added 5.45%
4,157 $295,000
Q1 2024

Apr 23, 2024
BUY
$63.91 - $191.92 $170,256 - $511,274
2,664 Added 208.45%
3,942 $261,000
Q4 2023

Jan 31, 2024
BUY
$145.02 - $179.81 $185,335 - $229,797
1,278 New
1,278 $229,000

Others Institutions Holding IYG

# of Institutions
273
Shares Held
13.1M
Call Options Held
13.1K
Put Options Held
0
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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