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 $347,664. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,335
Previous 6,660 4.88%
Holding current value
$347,664
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
555
Shares Held
23.9M
Call Options Held
6.6K
Put Options Held
4.5K
View Full List

About ISHARES TR

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

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, 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 Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email