Sharp Financial Services, LLC IYY Holdings History
Sharp Financial Services, LLC's iShares Dow Jones U.S. ETF Holding Summary
As of 2025-03-31, Sharp Financial Services, LLC held - shares of iShares Dow Jones U.S. ETF(IYY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sharp Financial Services, LLC now holds 0% of the outstanding iShares Dow Jones U.S. ETF(IYY) stock.
The initial trade took place in 2023Q4. And since then Sharp Financial Services, LLC has made 3 purchases of IYY, at an average price of $113.36, for a total of 137,610.00 shares. In addition, there have been 1 sales at an average price of $143.48 for 137,610.00 shares. Based on historical transaction data and IYY's current price of $153.29, Sharp Financial Services, LLC's estimated gain on his IYY holdings is $4.14 Mil, reflecting a 26.57% gain to date.
Sharp Financial Services, LLC IYY ($153.29) Holding Chart
Sharp Financial Services, LLC IYY ($153.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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