Arete Wealth Advisors, LLC Ishares Tr Transaction History

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 4,366 shares of IYH stock, worth $240,042. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,366

Holding current value

$240,042

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$58.32 - $62.76 $254,625 - $274,010	4,366 New	4,366 $266,000

Others Institutions Holding IYH

# of Institutions

557

Shares Held

24.2M

Call Options Held

Put Options Held

4.5K

Morgan Stanley New York, NY

2.13M
Shares

$117 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$94.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.66M
Shares

$91.5 Million
0.04% of portfolio
Northwestern Mutual Wealth Management CO

1.46M
Shares

$80.4 Million
0.07% of portfolio
Ubs Group Ag

1.31M
Shares

$72.2 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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Arete Wealth Advisors, LLC Ishares Tr Transaction History