Allworth Financial LP Ishares Tr Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Ishares Tr stock. As of the latest transaction made, Allworth Financial LP holds 3,481 shares of IYH stock, worth $208,929. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,481

Previous 3,482 0.03%

Holding current value

$208,929

Previous $212,000 7.55%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$53.97 - $60.17 $53 - $60	-1 Reduced 0.03%	3,481 $196,000
Q1 2025 Apr 30, 2025	BUY	$58.32 - $62.76 $9,739 - $10,480	167 Added 5.04%	3,482 $212,000
Q4 2024 Jan 30, 2025	SELL	$57.53 - $65.24 $53,445 - $60,607	-929 Reduced 21.89%	3,315 $193,000
Q3 2024 Oct 23, 2024	BUY	$60.29 - $66.38 $120 - $132	2 Added 0.05%	4,244 $275,000
Q2 2024 Jul 23, 2024	BUY	$58.05 - $61.75 $58 - $61	1 Added 0.02%	4,242 $259,000
Q1 2024 Apr 25, 2024	BUY	$60.83 - $309.78 $209,011 - $1.06 Million	3,436 Added 426.83%	4,241 $262,000
Q4 2023 Jan 24, 2024	SELL	$257.23 - $286.28 $11,318 - $12,596	-44 Reduced 5.18%	805 $230,000
Q3 2023 Oct 31, 2023	SELL	$270.07 - $286.44 $81,021 - $85,932	-300 Reduced 26.11%	849 $229,000
Q2 2023 Jul 18, 2023	SELL	$267.13 - $285.74 $26,178 - $28,002	-98 Reduced 7.86%	1,149 $322,000
Q1 2023 Apr 18, 2023	BUY	$260.66 - $283.72 $118,860 - $129,376	456 Added 57.65%	1,247 $340,000
Q4 2022 Jan 13, 2023	SELL	$50.9 - $291.18 $8,500 - $48,627	-167 Reduced 17.43%	791 $0
Q3 2022 Oct 18, 2022	SELL	$50.54 - $281.89 $5,812 - $32,417	-115 Reduced 10.72%	958 $242,000
Q2 2022 Jul 13, 2022	BUY	$249.77 - $300.0 $12,988 - $15,600	52 Added 5.09%	1,073 $289,000
Q1 2022 Apr 22, 2022	BUY	$266.13 - $297.6 $1,330 - $1,488	5 Added 0.49%	1,021 $295,000
Q3 2021 Nov 02, 2021	BUY	$275.57 - $296.34 $233,132 - $250,703	846 Added 497.65%	1,016 $280,000
Q2 2021 Aug 02, 2021	BUY	$251.53 - $273.61 $40,244 - $43,777	160 Added 1600.0%	170 $46,000
Q2 2020 Jul 24, 2020	SELL	$180.66 - $222.47 $3,613 - $4,449	-20 Reduced 66.67%	10 $2,000
Q4 2019 Jan 16, 2020	BUY	$184.36 - $217.02 $1,843 - $2,170	10 Added 50.0%	30 $7,000
Q3 2019 Oct 09, 2019	SELL	$187.31 - $198.79 $8,428 - $8,945	-45 Reduced 69.23%	20 $4,000
Q1 2019 May 07, 2019	BUY	$174.36 - $196.3 $11,333 - $12,759	65 New	65 $13,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

24.5M

Call Options Held

4.9K

Put Options Held

200

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Allworth Financial LP Ishares Tr Transaction History