Creative One Wealth, LLC Ishares Tr Transaction History

Creative One Wealth, LLC

$3 Billion
Q4 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 10,439 shares of IYH stock, worth $630,202. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,439

Previous 9,767 6.88%

Holding current value

$630,202

Previous $634,000 4.1%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$57.53 - $65.24 $38,660 - $43,841	672 Added 6.88%	10,439 $608,000
Q3 2024 Nov 13, 2024	BUY	$60.29 - $66.38 $290,778 - $320,150	4,823 Added 97.55%	9,767 $634,000
Q2 2024 Aug 14, 2024	SELL	$58.05 - $61.75 $289,263 - $307,700	-4,983 Reduced 50.2%	4,944 $303,000
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	$50.9 - $291.18 $3,155 - $18,053	62 Added 6.26%	1,053 $299,000
Q3 2022 Nov 14, 2022	BUY	$50.54 - $281.89 $50,085 - $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

554

Shares Held

24.4M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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Creative One Wealth, LLC Ishares Tr Transaction History