Curio Wealth, LLC Ishares Tr Transaction History

Curio Wealth, LLC

$192 Billion
Q1 2025

A detailed history of Curio Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 1 shares of IYH stock, worth $58. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$58

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$58.32 - $62.76 $58 - $62	1 New	1 $291,000

Others Institutions Holding IYH

# of Institutions

552

Shares Held

25M

Call Options Held

6.7K

Put Options Held

500

Morgan Stanley New York, NY

2.2M
Shares

$129 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$112 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.66M
Shares

$97.4 Million
0.04% of portfolio
Ubs Group Ag

1.31M
Shares

$76.9 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

1.29M
Shares

$75.8 Million
0.06% of portfolio

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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