Forte Asset Management LLC Ishares Tr Transaction History

Forte Asset Management LLC

  • $204 Million
  • Q3 2025

A detailed history of Forte Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Forte Asset Management LLC holds 74,454 shares of IYH stock, worth $4.76 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
74,454
Previous 71,928 3.51%
Holding current value
$4.76 Million
Previous $4.06 Million 7.61%
% of portfolio
2.14%
Previous 2.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$54.36 - $58.96 $137,313 - $148,932
2,526 Added 3.51%
74,454 $4.37 Million
Q2 2025

Jul 31, 2025
BUY
$53.97 - $60.17 $3.88 Million - $4.33 Million
71,928 New
71,928 $4.06 Million

Others Institutions Holding IYH

# of Institutions
550
Shares Held
23.5M
Call Options Held
5.5K
Put Options Held
4.4K
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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