Adams Wealth Management Ishares Tr Transaction History

Adams Wealth Management

$458 Million
Q1 2025

A detailed history of Adams Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Adams Wealth Management holds 129,292 shares of IYH stock, worth $7.29 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

129,292

Holding current value

$7.29 Million

% of portfolio

1.72%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$58.32 - $62.76 $7.54 Million - $8.11 Million	129,292 New	129,292 $7.87 Million

Others Institutions Holding IYH

# of Institutions

557

Shares Held

24.2M

Call Options Held

Put Options Held

4.5K

Morgan Stanley New York, NY

2.13M
Shares

$120 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$96.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.66M
Shares

$93.8 Million
0.04% of portfolio
Northwestern Mutual Wealth Management CO

1.46M
Shares

$82.4 Million
0.07% of portfolio
Ubs Group Ag

1.31M
Shares

$74 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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Adams Wealth Management Ishares Tr Transaction History