Eldridge Investment Advisors, Inc. Ishares Tr Transaction History

Eldridge Investment Advisors, Inc.

$430 Million
Q4 2024

A detailed history of Eldridge Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 6,238 shares of IYH stock, worth $391,309. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,238

Previous 7,011 11.03%

Holding current value

$391,309

Previous $456,000 20.39%

% of portfolio

0.08%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	SELL	$57.53 - $65.24 $44,470 - $50,430	-773 Reduced 11.03%	6,238 $363,000
Q3 2024 Nov 08, 2024	BUY	$60.29 - $66.38 $30,145 - $33,190	500 Added 7.68%	7,011 $456,000
Q1 2024 May 10, 2024	BUY	$60.83 - $309.78 $316,863 - $1.61 Million	5,209 Added 400.08%	6,511 $403,000
Q4 2023 Feb 06, 2024	SELL	$257.23 - $286.28 $4,887 - $5,439	-19 Reduced 1.44%	1,302 $373,000
Q3 2023 Nov 06, 2023	SELL	$270.07 - $286.44 $48,612 - $51,559	-180 Reduced 11.99%	1,321 $357,000
Q1 2023 May 12, 2023	BUY	$260.66 - $283.72 $260 - $283	1 Added 0.07%	1,501 $410,000
Q4 2021 Feb 14, 2022	BUY	$271.82 - $301.88 $27,182 - $30,188	100 Added 7.14%	1,500 $451,000
Q3 2021 Nov 15, 2021	BUY	$275.57 - $296.34 $11,022 - $11,853	40 Added 2.94%	1,400 $386,000
Q2 2021 Aug 05, 2021	BUY	$251.53 - $273.61 $45,275 - $49,249	180 Added 15.25%	1,360 $371,000
Q2 2020 Aug 07, 2020	BUY	$180.66 - $222.47 $213,178 - $262,514	1,180 New	1,180 $254,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

24.3M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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Eldridge Investment Advisors, Inc. Ishares Tr Transaction History