Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 04, 2022	SELL	$271.82 - $301.88 $210,388 - $233,655	-774 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$275.57 - $296.34 $213,291 - $229,367	774 New	774 $214,000
Q1 2021 May 13, 2021	SELL	$239.92 - $258.36 $640,106 - $689,304	-2,668 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$219.61 - $245.91 $72,471 - $81,150	330 Added 14.11%	2,668 $656,000
Q3 2020 Nov 05, 2020	BUY	$217.29 - $234.25 $496,290 - $535,027	2,284 Added 4229.63%	2,338 $531,000

Q1 2020 May 08, 2020	SELL	$158.63 - $221.56 $363,897 - $508,258	-2,294 Reduced 97.7%	54 $10,000
Q4 2019 Feb 07, 2020	BUY	$184.36 - $217.02 $432,877 - $509,562	2,348 New	2,348 $507,000
Q3 2019 Nov 07, 2019	SELL	$187.31 - $198.79 $429,689 - $456,024	-2,294 Closed	0 $0
Q2 2019 Jul 25, 2019	SELL	$180.7 - $197.36 $80,411 - $87,825	-445 Reduced 16.25%	2,294 $448,000
Q1 2019 May 10, 2019	BUY	$174.36 - $196.3 $477,572 - $537,665	2,739 New	2,739 $529,000

Others Institutions Holding IYH

# of Institutions

514

Shares Held

26.8M

Call Options Held

51.3K

Put Options Held

5K

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Hcr Wealth Advisors with notifications on news.