Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$1.4 Billion
Q2 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 17,082 shares of IYH stock, worth $1.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

17,082

Previous 10,800 58.17%

Holding current value

$1.1 Million

Previous $668,000 56.59%

% of portfolio

0.07%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$58.05 - $61.75 $364,670 - $387,913	6,282 Added 58.17%	17,082 $1.05 Million
Q1 2024 Apr 30, 2024	BUY	$60.83 - $309.78 $525,632 - $2.68 Million	8,641 Added 400.23%	10,800 $668,000
Q4 2023 Jan 24, 2024	SELL	$257.23 - $286.28 $20,578 - $22,902	-80 Reduced 3.57%	2,159 $617,000
Q3 2023 Oct 13, 2023	SELL	$270.07 - $286.44 $16,744 - $17,759	-62 Reduced 2.69%	2,239 $604,000
Q2 2023 Jul 26, 2023	BUY	$267.13 - $285.74 $5,342 - $5,714	20 Added 0.88%	2,301 $644,000
Q1 2023 May 02, 2023	BUY	$260.66 - $283.72 $781 - $851	3 Added 0.13%	2,281 $622,000
Q4 2022 Jan 11, 2023	BUY	$50.9 - $291.18 $7,176 - $41,056	141 Added 6.6%	2,278 $0
Q3 2022 Oct 21, 2022	BUY	$50.54 - $281.89 $3,234 - $18,040	64 Added 3.09%	2,137 $541,000
Q2 2022 Jul 14, 2022	BUY	$249.77 - $300.0 $41,461 - $49,800	166 Added 8.7%	2,073 $558,000
Q1 2022 May 02, 2022	BUY	$266.13 - $297.6 $233,129 - $260,697	876 Added 84.97%	1,907 $551,000
Q4 2021 Feb 03, 2022	BUY	$271.82 - $301.88 $54,907 - $60,979	202 Added 24.37%	1,031 $310,000
Q3 2021 Oct 19, 2021	BUY	$275.57 - $296.34 $826 - $889	3 Added 0.36%	829 $228,000
Q2 2021 Jul 28, 2021	BUY	$251.53 - $273.61 $13,331 - $14,501	53 Added 6.86%	826 $225,000
Q1 2021 Apr 26, 2021	SELL	$239.92 - $258.36 $179,700 - $193,511	-749 Reduced 49.21%	773 $195,000
Q4 2020 Feb 09, 2021	SELL	$219.61 - $245.91 $2,415 - $2,705	-11 Reduced 0.72%	1,522 $374,000
Q3 2020 Nov 10, 2020	BUY	$217.29 - $234.25 $1,738 - $1,874	8 Added 0.52%	1,533 $358 Million
Q2 2020 Aug 10, 2020	BUY	$180.66 - $222.47 $114,899 - $141,490	636 Added 71.54%	1,525 $339 Million
Q1 2020 May 14, 2020	SELL	$158.63 - $221.56 $24,746 - $34,563	-156 Reduced 14.93%	889 $167 Million
Q4 2019 Feb 14, 2020	BUY	$184.36 - $217.02 $192,656 - $226,785	1,045 New	1,045 $225,000

Others Institutions Holding IYH

# of Institutions

532

Shares Held

24M

Call Options Held

30K

Put Options Held

200

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Ishares Tr Transaction History