Aptus Capital Advisors, LLC Ishares Tr Transaction History

Aptus Capital Advisors, LLC

$6.27 Billion
Q3 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 7,650 shares of IYH stock, worth $457,776. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,650

Previous 4,100 86.59%

Holding current value

$457,776

Previous $251,000 98.01%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$60.29 - $66.38 $214,029 - $235,648	3,550 Added 86.59%	7,650 $497,000
Q2 2024 Jul 31, 2024	SELL	$58.05 - $61.75 $216,816 - $230,636	-3,735 Reduced 47.67%	4,100 $251,000
Q1 2024 May 15, 2024	BUY	$60.83 - $309.78 $476,603 - $2.43 Million	7,835 New	7,835 $484,000
Q3 2023 Nov 08, 2023	BUY	$270.07 - $286.44 $12,693 - $13,462	47 Added 6.69%	750 $202,000
Q2 2023 Aug 11, 2023	BUY	$267.13 - $285.74 $267 - $285	1 Added 0.14%	703 $197,000
Q1 2023 May 09, 2023	BUY	$260.66 - $283.72 $182,983 - $199,171	702 New	702 $191,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Aptus Capital Advisors, LLC Ishares Tr Transaction History