Fundamentun, LLC Ishares Tr Transaction History

Fundamentun, LLC

$1.34 Billion
Q3 2024

A detailed history of Fundamentun, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fundamentun, LLC holds 5,371 shares of IYH stock, worth $321,400. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,371

Holding current value

$321,400

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$60.29 - $66.38 $323,817 - $356,526	5,371 New	5,371 $349,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

Morgan Stanley New York, NY

2.17M
Shares

$130 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.75M
Shares

$105 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.6M
Shares

$96 Million
0.05% of portfolio
Ubs Group Ag

1.48M
Shares

$88.4 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

1.18M
Shares

$70.5 Million
0.07% of portfolio

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fundamentun, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fundamentun, LLC with notifications on news.

Account