Forte Asset Management LLC Ishares Tr Transaction History

Forte Asset Management LLC

$192 Million
Q2 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 71,928 shares of IYH stock, worth $3.94 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

71,928

Holding current value

$3.94 Million

% of portfolio

2.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

545

Shares Held

23.8M

Call Options Held

6.6K

Put Options Held

4.5K

Morgan Stanley New York, NY

2.13M
Shares

$117 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

1.95M
Shares

$107 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$93.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$91.7 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.46M
Shares

$80.1 Million
0.07% of portfolio

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Forte Asset Management LLC Ishares Tr Transaction History