Ci Private Wealth, LLC Ishares Tr Transaction History

Ci Private Wealth, LLC

$68.1 Billion
Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 40,180 shares of IYH stock, worth $2.41 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

40,180

Previous 40,180 -0.0%

Holding current value

$2.41 Million

Previous $2.27 Million -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	BUY	$53.97 - $60.17 $1.57 Million - $1.75 Million	29,110 Added 262.96%	40,180 $2.27 Million
Q1 2025 May 14, 2025	SELL	$58.32 - $62.76 $629,506 - $677,431	-10,794 Reduced 49.37%	11,070 $674,000
Q4 2024 Feb 10, 2025	BUY	$57.53 - $65.24 $2,991 - $3,392	52 Added 0.24%	21,864 $1.27 Million
Q3 2024 Nov 12, 2024	SELL	$60.29 - $66.38 $262,562 - $289,084	-4,355 Reduced 16.64%	21,812 $1.42 Million
Q2 2024 Aug 13, 2024	SELL	$58.05 - $61.75 $130,844 - $139,184	-2,254 Reduced 7.93%	26,167 $1.6 Million
Q1 2024 May 09, 2024	BUY	$60.83 - $309.78 $1.4 Million - $7.12 Million	22,988 Added 423.12%	28,421 $1.76 Million
Q4 2023 Feb 09, 2024	BUY	$257.23 - $286.28 $158,453 - $176,348	616 Added 12.79%	5,433 $1.56 Million
Q3 2023 Nov 03, 2023	BUY	$270.07 - $286.44 $59,685 - $63,303	221 Added 4.81%	4,817 $1.3 Million
Q2 2023 Aug 10, 2023	BUY	$267.13 - $285.74 $277,013 - $296,312	1,037 Added 29.14%	4,596 $1.29 Million
Q1 2023 May 15, 2023	BUY	$260.66 - $283.72 $222,082 - $241,729	852 Added 31.47%	3,559 $971,000
Q4 2022 Feb 15, 2023	BUY	$50.9 - $291.18 $137,786 - $788,224	2,707 New	2,707 $768,000

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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Ci Private Wealth, LLC Ishares Tr Transaction History