Collaborative Wealth Managment Inc. Ishares Tr Transaction History

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Tr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 3,470 shares of IYH stock, worth $199,039. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,470
Previous 3,470 -0.0%
Holding current value
$199,039
Previous $202,000 4.46%
% of portfolio
0.1%
Previous 0.09%

Shares

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

May 10, 2024
BUY
$60.83 - $309.78 $166,917 - $850,036
2,744 Added 377.96%
3,470 $214,000
Q4 2023

Feb 07, 2024
BUY
$257.23 - $286.28 $186,748 - $207,839
726 New
726 $207,000
Q2 2023

Aug 07, 2023
BUY
$267.13 - $285.74 $193,936 - $207,447
726 New
726 $203,000
Q4 2022

Feb 10, 2023
BUY
$50.9 - $291.18 $36,953 - $211,396
726 New
726 $205,000
Q2 2022

Aug 15, 2022
SELL
$249.77 - $300.0 $181,333 - $217,800
-726 Closed
0 $0
Q1 2021

May 12, 2022
BUY
$239.92 - $258.36 $174,181 - $187,569
726 New
726 $210,000

Others Institutions Holding IYH

# of Institutions
554
Shares Held
23.7M
Call Options Held
8K
Put Options Held
4.5K
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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