Global Retirement Partners, LLC Ishares Tr Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,920 shares of IYH stock, worth $173,185. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,920

Previous 2,440 19.67%

Holding current value

$173,185

Previous $149,000 26.85%

% of portfolio

0.01%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$60.29 - $66.38 $28,939 - $31,862	480 Added 19.67%	2,920 $189,000
Q2 2024 Jul 23, 2024	SELL	$58.05 - $61.75 $110,004 - $117,016	-1,895 Reduced 43.71%	2,440 $149,000
Q1 2024 Apr 23, 2024	BUY	$60.83 - $309.78 $136,867 - $697,004	2,250 Added 107.91%	4,335 $268,000
Q4 2023 Jan 18, 2024	SELL	$257.23 - $286.28 $141,476 - $157,453	-550 Reduced 20.87%	2,085 $596,000
Q3 2023 Oct 13, 2023	SELL	$270.07 - $286.44 $28,897 - $30,649	-107 Reduced 3.9%	2,635 $711,000
Q2 2023 Jul 20, 2023	BUY	$267.13 - $285.74 $2,137 - $2,285	8 Added 0.29%	2,742 $768,000
Q1 2023 May 05, 2023	SELL	$260.66 - $283.72 $38,838 - $42,274	-149 Reduced 5.17%	2,734 $746,000
Q4 2022 Feb 13, 2023	SELL	$50.9 - $291.18 $4,886 - $27,953	-96 Reduced 3.22%	2,883 $817,000
Q3 2022 Nov 03, 2022	SELL	$50.54 - $281.89 $3,335 - $18,604	-66 Reduced 2.17%	2,979 $823,000
Q2 2022 Jul 15, 2022	SELL	$249.77 - $300.0 $17,483 - $21,000	-70 Reduced 2.25%	3,045 $819,000
Q1 2022 Jul 14, 2022	BUY	$266.13 - $297.6 $828,994 - $927,024	3,115 New	3,115 $853,000
Q4 2021 Jan 21, 2022	SELL	$271.82 - $301.88 $930,439 - $1.03 Million	-3,423 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$275.57 - $296.34 $11,022 - $11,853	-40 Reduced 1.16%	3,423 $944,000
Q2 2021 Jul 15, 2021	SELL	$251.53 - $273.61 $1,509 - $1,641	-6 Reduced 0.17%	3,463 $945,000
Q1 2021 Apr 14, 2021	SELL	$239.92 - $258.36 $35,748 - $38,495	-149 Reduced 4.12%	3,469 $876,000
Q4 2020 Jan 13, 2021	BUY	$219.61 - $245.91 $26,792 - $30,001	122 Added 3.49%	3,618 $890,000
Q3 2020 Oct 09, 2020	BUY	$217.29 - $234.25 $6,735 - $7,261	31 Added 0.89%	3,496 $794,000
Q2 2020 Jul 13, 2020	SELL	$180.66 - $222.47 $13,368 - $16,462	-74 Reduced 2.09%	3,465 $747,000
Q1 2020 Apr 28, 2020	BUY	$158.63 - $221.56 $49,968 - $69,791	315 Added 9.77%	3,539 $665,000
Q4 2019 Jan 23, 2020	SELL	$184.36 - $217.02 $80,380 - $94,620	-436 Reduced 11.91%	3,224 $695,000
Q3 2019 Nov 19, 2019	SELL	$187.31 - $198.79 $75,298 - $79,913	-402 Reduced 9.9%	3,660 $692,000
Q2 2019 Nov 19, 2019	BUY	$180.7 - $197.36 $354,172 - $386,825	1,960 Added 93.24%	4,062 $793,000
Q1 2019 May 07, 2019	SELL	$174.36 - $196.3 $13,948 - $15,704	-80 Reduced 3.67%	2,102 $407,000
Q4 2018 Feb 22, 2019	SELL	$170.02 - $204.02 $27,543 - $33,051	-162 Reduced 6.91%	2,182 $395,000
Q3 2018 Oct 17, 2018	BUY	$178.76 - $202.9 $21,093 - $23,942	118 Added 5.3%	2,344 $476,000
Q2 2018 Aug 13, 2018	BUY	$168.2 - $183.1 $31,789 - $34,605	189 Added 9.28%	2,226 $397,000
Q1 2018 Aug 10, 2018	BUY	$169.12 - $192.78 $44,309 - $50,508	262 Added 14.76%	2,037 $352,000
Q4 2017 Aug 13, 2018	BUY	$170.03 - $176.73 $5,440 - $5,655	32 Added 1.84%	1,775 $309,000
Q3 2017 Aug 10, 2018	BUY	$170.7 - $171.86 $1,707 - $1,718	10 Added 0.58%	1,743 $300,000
Q2 2017 Aug 10, 2018	BUY	N/A	33 Added 1.94%	1,733 $288,000
Q4 2016 Aug 10, 2018	BUY	N/A	1,700	1,700 $245,000

Others Institutions Holding IYH

# of Institutions

544

Shares Held

23.3M

Call Options Held

26K

Put Options Held

500

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Global Retirement Partners, LLC Ishares Tr Transaction History