Adams Wealth Management Ishares Tr Transaction History
Adams Wealth Management
- $474 Million
- Q2 2025
A detailed history of Adams Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Adams Wealth Management holds 51,914 shares of IYH stock, worth $3.18 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
51,914
Previous 129,292
59.85%
Holding current value
$3.18 Million
Previous $7.87 Million
62.75%
% of portfolio
0.62%
Previous 1.72%
Shares
2 transactions
Others Institutions Holding IYH
# of Institutions
546Shares Held
24.6MCall Options Held
4.9KPut Options Held
200-
Morgan Stanley New York, NY2.11MShares$129 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC1.95MShares$119 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.67MShares$102 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$69.1 Million0.05% of portfolio