Connecticut Wealth Management, LLC Ishares Tr Transaction History

Connecticut Wealth Management, LLC

$2.06 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$251.53 - $273.61 $10.5 Million - $11.5 Million	-41,898 Reduced 66.72%	20,900 $5.7 Million
Q1 2021 May 12, 2021	BUY	$239.92 - $258.36 $15.1 Million - $16.2 Million	62,798 New	62,798 $8.08 Million
Q1 2021 Apr 29, 2021	SELL	$239.92 - $258.36 $5.65 Million - $6.09 Million	-23,557 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$219.61 - $245.91 $583,503 - $653,382	2,657 Added 12.71%	23,557 $5.22 Million
Q3 2020 Oct 13, 2020	SELL	$217.29 - $234.25 $175,353 - $189,039	-807 Reduced 3.72%	20,900 $4.75 Million
Q2 2020 Jul 14, 2020	BUY	$180.66 - $222.47 $145,792 - $179,533	807 Added 3.86%	21,707 $4.54 Million
Q1 2020 Apr 20, 2020	BUY	$158.63 - $221.56 $15,863 - $22,156	100 Added 0.48%	20,900 $3.93 Million
Q2 2019 Jul 29, 2019	BUY	$180.7 - $197.36 $3.76 Million - $4.11 Million	20,800 New	20,800 $4.06 Million

Others Institutions Holding IYH

# of Institutions

540

Shares Held

23.3M

Call Options Held

26K

Put Options Held

500

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.