Gladstone Institutional Advisory LLC Ishares Tr Transaction History

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 20,053 shares of IYH stock, worth $1.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,053
Previous 15,567 28.82%
Holding current value
$1.2 Million
Previous $947,000 24.29%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 22, 2025
BUY
$54.36 - $58.96 $243,858 - $264,494
4,486 Added 28.82%
20,053 $1.18 Million
Q1 2025

May 15, 2025
BUY
$58.32 - $62.76 $314,169 - $338,088
5,387 Added 52.92%
15,567 $947,000
Q4 2024

Jan 29, 2025
BUY
$57.53 - $65.24 $94,349 - $106,993
1,640 Added 19.2%
10,180 $593,000
Q3 2024

Oct 28, 2024
SELL
$60.29 - $66.38 $189,792 - $208,964
-3,148 Reduced 26.93%
8,540 $555,000
Q2 2024

Aug 02, 2024
SELL
$58.05 - $61.75 $198,182 - $210,814
-3,414 Reduced 22.61%
11,688 $716,000
Q1 2024

May 14, 2024
BUY
$60.83 - $309.78 $610,429 - $3.11 Million
10,035 Added 198.05%
15,102 $934,000
Q4 2023

Feb 09, 2024
SELL
$257.23 - $286.28 $27,780 - $30,918
-108 Reduced 2.09%
5,067 $1.45 Million
Q3 2023

Nov 13, 2023
BUY
$270.07 - $286.44 $10,262 - $10,884
38 Added 0.74%
5,175 $1.4 Million
Q2 2023

Aug 10, 2023
BUY
$267.13 - $285.74 $1,335 - $1,428
5 Added 0.1%
5,137 $1.44 Million
Q1 2023

May 12, 2023
BUY
$260.66 - $283.72 $8,862 - $9,646
34 Added 0.67%
5,132 $1.4 Million
Q4 2022

Feb 01, 2023
SELL
$50.9 - $291.18 $2,341 - $13,394
-46 Reduced 0.89%
5,098 $1.45 Million
Q3 2022

Jan 27, 2023
BUY
$50.54 - $281.89 $454 - $2,537
9 Added 0.18%
5,144 $1.3 Million
Q3 2022

Oct 20, 2022
BUY
$50.54 - $281.89 $454 - $2,537
9 Added 0.18%
5,144 $1.3 Million
Q2 2022

Jan 27, 2023
SELL
$249.77 - $300.0 $60,943 - $73,200
-244 Reduced 4.54%
5,135 $1.38 Million
Q2 2022

Aug 15, 2022
SELL
$249.77 - $300.0 $60,943 - $73,200
-244 Reduced 4.54%
5,135 $1.38 Million
Q1 2022

Jan 27, 2023
BUY
$266.13 - $297.6 $95,806 - $107,136
360 Added 7.17%
5,379 $1.55 Million
Q1 2022

May 04, 2022
BUY
$266.13 - $297.6 $95,806 - $107,136
360 Added 7.17%
5,379 $1.55 Million
Q4 2021

Jan 27, 2023
BUY
$271.82 - $301.88 $954,903 - $1.06 Million
3,513 Added 233.27%
5,019 $1.51 Million
Q4 2021

Feb 11, 2022
BUY
$271.82 - $301.88 $954,903 - $1.06 Million
3,513 Added 233.27%
5,019 $1.51 Million
Q3 2021

Jan 27, 2023
BUY
$275.57 - $296.34 $160,381 - $172,469
582 Added 62.99%
1,506 $416,000
Q3 2021

Nov 15, 2021
BUY
$275.57 - $296.34 $160,381 - $172,469
582 Added 62.99%
1,506 $416,000
Q2 2021

Jan 27, 2023
SELL
$251.53 - $273.61 $1.06 Million - $1.15 Million
-4,220 Reduced 82.04%
924 $252,000
Q2 2021

Aug 13, 2021
BUY
$251.53 - $273.61 $232,413 - $252,815
924 New
924 $252,000

Others Institutions Holding IYH

# of Institutions
550
Shares Held
24.5M
Call Options Held
4.9K
Put Options Held
200
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email