Clifford Swan Investment Counsel LLC Ishares Tr Transaction History

Clifford Swan Investment Counsel LLC

  • $2.71 Billion
  • Q2 2025

A detailed history of Clifford Swan Investment Counsel LLC transactions in Ishares Tr stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 5,647 shares of IYH stock, worth $338,932. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,647
Previous 5,647 -0.0%
Holding current value
$338,932
Previous $343,000 7.29%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$58.05 - $61.75 $37,558 - $39,952
647 Added 12.94%
5,647 $345,000
Q1 2024

Apr 16, 2024
BUY
$60.83 - $309.78 $243,320 - $1.24 Million
4,000 Added 400.0%
5,000 $309,000
Q2 2020

Aug 06, 2020
BUY
$180.66 - $222.47 $180,660 - $222,470
1,000 New
1,000 $216,000
Q1 2020

Apr 09, 2020
SELL
$158.63 - $221.56 $158,630 - $221,560
-1,000 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$184.36 - $217.02 $184,360 - $217,020
1,000 New
1,000 $216,000
Q4 2018

Feb 13, 2019
SELL
$170.02 - $204.02 $187,022 - $224,422
-1,100 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
$178.76 - $202.9 $196,636 - $223,190
1,100 New
1,100 $223,000

Others Institutions Holding IYH

# of Institutions
550
Shares Held
24.5M
Call Options Held
4.9K
Put Options Held
200
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Clifford Swan Investment Counsel LLC Portfolio

Follow Clifford Swan Investment Counsel 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 Clifford Swan Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Swan Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email