A detailed history of Adviser Investments LLC transactions in Ishares Tr stock. As of the latest transaction made, Adviser Investments LLC holds 8,840 shares of IYH stock, worth $520,852. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,840
Previous 9,039 2.2%
Holding current value
$520,852
Previous $553,000 3.8%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$60.29 - $66.38 $11,997 - $13,209
-199 Reduced 2.2%
8,840 $574,000
Q2 2024

Aug 12, 2024

SELL
$58.05 - $61.75 $87,075 - $92,625
-1,500 Reduced 14.23%
9,039 $553,000
Q1 2024

Apr 29, 2024

BUY
$60.83 - $309.78 $512,918 - $2.61 Million
8,432 Added 400.19%
10,539 $652,000
Q4 2023

Feb 01, 2024

BUY
$257.23 - $286.28 $248,484 - $276,546
966 Added 84.66%
2,107 $603,000
Q3 2023

Oct 11, 2023

SELL
$270.07 - $286.44 $8,102 - $8,593
-30 Reduced 2.56%
1,141 $308,000
Q2 2023

Aug 04, 2023

BUY
$267.13 - $285.74 $312,809 - $334,601
1,171 New
1,171 $328,000

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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