Shira Ridge Wealth Management Ishares Tr Transaction History

Shira Ridge Wealth Management

  • $179 Billion
  • Q2 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 11,701 shares of IYH stock, worth $747,225. This represents 0.4% of its overall portfolio holdings.

Number of Shares
11,701
Previous 12,099 3.29%
Holding current value
$747,225
Previous $749 Million 4.28%
% of portfolio
0.4%
Previous 0.43%

Shares

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

Jul 11, 2024
SELL
$58.05 - $61.75 $23,103 - $24,576
-398 Reduced 3.29%
11,701 $717 Million
Q1 2024

Apr 18, 2024
BUY
$60.83 - $309.78 $583,603 - $2.97 Million
9,594 Added 382.99%
12,099 $749 Million
Q4 2023

Jan 10, 2024
BUY
$257.23 - $286.28 $4,372 - $4,866
17 Added 0.68%
2,505 $717 Million
Q3 2023

Oct 10, 2023
SELL
$270.07 - $286.44 $5,131 - $5,442
-19 Reduced 0.76%
2,488 $672 Million
Q2 2023

Jul 12, 2023
SELL
$267.13 - $285.74 $28,048 - $30,002
-105 Reduced 4.02%
2,507 $703 Million
Q1 2023

May 08, 2023
SELL
$260.66 - $283.72 $25,805 - $28,088
-99 Reduced 3.65%
2,612 $713 Million
Q4 2022

Jan 12, 2023
BUY
$50.9 - $291.18 $137,989 - $789,388
2,711 New
2,711 $769 Million

Others Institutions Holding IYH

# of Institutions
533
Shares Held
24M
Call Options Held
30K
Put Options Held
200
View Full List

About ISHARES TR

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