Windward Private Wealth Management Inc. Ishares Tr Transaction History

Windward Private Wealth Management Inc.

  • $260 Million
  • Q3 2024

A detailed history of Windward Private Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 5,937 shares of IYE stock, worth $267,521. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,937
Previous 5,937 -0.0%
Holding current value
$267,521
Previous $284,000 3.17%
% of portfolio
0.11%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$46.21 - $51.17 $1,802 - $1,995
-39 Reduced 0.65%
5,937 $284,000
Q1 2024

May 06, 2024
SELL
$41.9 - $49.4 $12,151 - $14,326
-290 Reduced 4.63%
5,976 $295,000
Q4 2023

Jan 29, 2024
SELL
$42.54 - $48.28 $23,397 - $26,554
-550 Reduced 8.07%
6,266 $276,000
Q3 2023

Nov 03, 2023
SELL
$41.76 - $48.97 $3,006 - $3,525
-72 Reduced 1.05%
6,816 $323,000
Q4 2022

Jan 25, 2023
SELL
$41.43 - $50.5 $27,468 - $33,481
-663 Reduced 8.78%
6,888 $0
Q2 2022

Jul 19, 2022
SELL
$37.64 - $48.83 $19,685 - $25,538
-523 Reduced 6.48%
7,551 $288,000
Q1 2022

May 10, 2022
SELL
$31.0 - $42.12 $41,881 - $56,904
-1,351 Reduced 14.33%
8,074 $330,000
Q4 2021

Feb 08, 2022
SELL
$28.79 - $32.36 $54,643 - $61,419
-1,898 Reduced 16.76%
9,425 $284,000
Q3 2021

Oct 29, 2021
SELL
$24.81 - $29.6 $1,240 - $1,480
-50 Reduced 0.44%
11,323 $320,000
Q2 2021

Jul 29, 2021
SELL
$25.2 - $30.0 $47,955 - $57,090
-1,903 Reduced 14.33%
11,373 $331,000
Q1 2021

May 06, 2021
SELL
$20.29 - $28.47 $39,301 - $55,146
-1,937 Reduced 12.73%
13,276 $348,000
Q4 2020

Jan 26, 2021
BUY
$14.89 - $22.07 $226,521 - $335,750
15,213 New
15,213 $308,000

Others Institutions Holding IYE

# of Institutions
316
Shares Held
14.3M
Call Options Held
16.3K
Put Options Held
1.6K
View Full List

About ISHARES TR

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