Creative One Wealth, LLC Ishares Tr Transaction History

Creative One Wealth, LLC

$2.51 Billion
Q1 2024

A detailed history of Creative One Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 9,927 shares of IYH stock, worth $602,668. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,927

Previous 835 1088.86%

Holding current value

$602,668

Previous $239,000 156.9%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$60.83 - $309.78 $553,066 - $2.82 Million	9,092 Added 1088.86%	9,927 $614,000
Q4 2023 Feb 09, 2024	SELL	$257.23 - $286.28 $205,269 - $228,451	-798 Reduced 48.87%	835 $239,000
Q3 2023 Oct 17, 2023	SELL	$270.07 - $286.44 $13,773 - $14,608	-51 Reduced 3.03%	1,633 $441,000
Q2 2023 Aug 16, 2023	BUY	$267.13 - $285.74 $449,846 - $481,186	1,684 New	1,684 $472,000
Q1 2023 May 15, 2023	BUY	$260.66 - $283.72 $119,121 - $129,660	457 Added 43.4%	1,510 $412,000

Q4 2022 Feb 14, 2023	BUY	$269.55 - $291.18 $16,712 - $18,053	62 Added 6.26%	1,053 $299,000
Q3 2022 Nov 14, 2022	BUY	$256.71 - $281.89 $254,399 - $279,352	991 New	991 $250,000
Q1 2022 May 13, 2022	SELL	$266.13 - $297.6 $188,686 - $210,998	-709 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$271.82 - $301.88 $192,720 - $214,032	709 New	709 $213,000

Others Institutions Holding IYH

# of Institutions

514

Shares Held

26.8M

Call Options Held

51.3K

Put Options Held

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Creative One Wealth, LLC Ishares Tr Transaction History