A detailed history of Capital Analysts, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 150 shares of IYH stock, worth $8,976. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 150 -0.0%
Holding current value
$8,976
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$60.83 - $309.78 $7,299 - $37,173
120 Added 400.0%
150 $9,000
Q3 2023

Nov 13, 2023

SELL
$270.07 - $286.44 $24,846 - $26,352
-92 Reduced 75.41%
30 $8,000
Q4 2022

Feb 08, 2023

BUY
$50.9 - $291.18 $6,209 - $35,523
122 New
122 $35,000
Q2 2021

Aug 05, 2021

BUY
$251.53 - $273.61 $7,545 - $8,208
30 New
30 $8,000
Q1 2020

May 08, 2020

SELL
$158.63 - $221.56 $8,724 - $12,185
-55 Closed
0 $0
Q4 2017

Feb 14, 2018

SELL
$170.03 - $176.73 $1.7 Million - $1.77 Million
-10,021 Reduced 99.45%
55 $10,000
Q4 2017

Feb 12, 2018

BUY
$170.03 - $176.73 $1.7 Million - $1.77 Million
10,021 Added 18220.0%
10,076 $1.78 Million
Q3 2017

Nov 06, 2017

BUY
$170.7 - $171.86 $9,388 - $9,452
55
55 $9,000

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.