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 $7.39 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

129,292

Holding current value

$7.39 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

556

Shares Held

23.7M

Call Options Held

Put Options Held

4.5K

Morgan Stanley New York, NY

2.13M
Shares

$122 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$97.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.66M
Shares

$95.1 Million
0.04% of portfolio
Northwestern Mutual Wealth Management CO

1.46M
Shares

$83.5 Million
0.07% of portfolio
Ubs Group Ag

1.31M
Shares

$75 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Adams Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Adams Wealth Management with notifications on news.

Account

Adams Wealth Management Ishares Tr Transaction History