Continuum Wealth Advisors, LLC Ishares Tr Transaction History

Continuum Wealth Advisors, LLC

  • $167 Million
  • Q2 2025

A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 6,335 shares of IYH stock, worth $379,276. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,335
Previous 6,660 4.88%
Holding current value
$379,276
Previous $405,000 11.85%
% of portfolio
0.21%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$53.97 - $60.17 $17,540 - $19,555
-325 Reduced 4.88%
6,335 $357,000
Q1 2024

May 20, 2024
BUY
$60.83 - $309.78 $324,102 - $1.65 Million
5,328 Added 400.0%
6,660 $412,000
Q2 2023

Jul 27, 2023
SELL
$267.13 - $285.74 $48,617 - $52,004
-182 Reduced 12.02%
1,332 $373,000
Q1 2023

May 15, 2023
SELL
$260.66 - $283.72 $881,291 - $959,257
-3,381 Reduced 69.07%
1,514 $413,000
Q4 2022

Mar 01, 2023
BUY
$50.9 - $291.18 $249,155 - $1.43 Million
4,895 New
4,895 $1.39 Billion

Others Institutions Holding IYH

# of Institutions
546
Shares Held
24.6M
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
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