Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 11,674 shares of IYH stock, worth $700,673. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,674

Previous 10,300 13.34%

Holding current value

$700,673

Previous $627,000 5.1%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$53.97 - $60.17 $74,154 - $82,673	1,374 Added 13.34%	11,674 $659,000
Q1 2024 Dec 12, 2024	BUY	$60.83 - $309.78 $478,123 - $2.43 Million	7,860 Added 322.13%	10,300 $637,000
Q1 2024 May 08, 2024	BUY	$60.83 - $309.78 $478,123 - $2.43 Million	7,860 Added 322.13%	10,300 $637,000
Q4 2023 Dec 12, 2024	BUY	$257.23 - $286.28 $97,747 - $108,786	380 Added 18.45%	2,440 $698,000
Q4 2023 Feb 09, 2024	BUY	$257.23 - $286.28 $97,747 - $108,786	380 Added 18.45%	2,440 $698,000
Q2 2023 Dec 12, 2024	SELL	$267.13 - $285.74 $2.2 Million - $2.35 Million	-8,240 Reduced 80.0%	2,060 $577,000
Q1 2023 May 04, 2023	SELL	$260.66 - $283.72 $148,054 - $161,152	-568 Reduced 21.61%	2,060 $562,000
Q4 2022 Dec 12, 2024	SELL	$50.9 - $291.18 $112,030 - $640,887	-2,201 Reduced 45.58%	2,628 $745,000
Q4 2022 Feb 06, 2023	SELL	$50.9 - $291.18 $112,030 - $640,887	-2,201 Reduced 45.58%	2,628 $745,000
Q3 2022 Dec 12, 2024	SELL	$50.54 - $281.89 $276,504 - $1.54 Million	-5,471 Reduced 53.12%	4,829 $244,000
Q2 2022 Aug 04, 2022	BUY	$249.77 - $300.0 $249 - $300	1 Added 0.02%	4,829 $1.3 Million
Q1 2022 May 11, 2022	BUY	$266.13 - $297.6 $10,645 - $11,904	40 Added 0.84%	4,828 $1.39 Million
Q4 2021 Feb 02, 2022	BUY	$271.82 - $301.88 $33,433 - $37,131	123 Added 2.64%	4,788 $1.44 Million
Q3 2021 Nov 02, 2021	BUY	$275.57 - $296.34 $15,156 - $16,298	55 Added 1.19%	4,665 $1.29 Million
Q2 2021 Aug 09, 2021	BUY	$251.53 - $273.61 $422,570 - $459,664	1,680 Added 57.34%	4,610 $1.26 Million
Q2 2021 Jul 27, 2021	SELL	$251.53 - $273.61 $422,570 - $459,664	-1,680 Reduced 36.44%	2,930 $721,000
Q1 2021 Apr 27, 2021	BUY	$239.92 - $258.36 $403,065 - $434,044	1,680 Added 57.34%	4,610 $1.16 Million
Q2 2020 Jul 17, 2020	BUY	$180.66 - $222.47 $126 Million - $155 Million	696,687 Added 23777.71%	699,617 $631,000
Q2 2020 Jul 17, 2020	SELL	$180.66 - $222.47 $126 Million - $155 Million	-696,687 Reduced 99.58%	2,930 $631,000
Q1 2020 May 05, 2020	BUY	$158.63 - $221.56 $464,785 - $649,170	2,930 New	2,930 $550,000
Q3 2019 Oct 30, 2019	SELL	$187.31 - $198.79 $8,054 - $8,547	-43 Closed	0 $0
Q2 2019 Aug 05, 2019	SELL	$180.7 - $197.36 $144,560 - $157,888	-800 Reduced 94.9%	43 $0
Q1 2019 May 06, 2019	SELL	$174.36 - $196.3 $50,564 - $56,927	-290 Reduced 25.6%	843 $0
Q4 2018 Jan 28, 2019	BUY	$170.02 - $204.02 $34,004 - $40,804	200 Added 21.44%	1,133 $204,000
Q3 2018 Nov 14, 2018	BUY	$178.76 - $202.9 $166,783 - $189,305	933 New	933 $189,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

24.5M

Call Options Held

4.9K

Put Options Held

200

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Ishares Tr Transaction History