Iht Wealth Management, LLC Ishares Tr Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,149 shares of IYH stock, worth $244,998. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,149

Previous 3,944 5.2%

Holding current value

$244,998

Previous $241,000 11.62%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$60.29 - $66.38 $12,359 - $13,607	205 Added 5.2%	4,149 $269,000
Q2 2024 Aug 14, 2024	SELL	$58.05 - $61.75 $92,880 - $98,800	-1,600 Reduced 28.86%	3,944 $241,000
Q1 2024 May 15, 2024	BUY	$60.83 - $309.78 $268,503 - $1.37 Million	4,414 Added 390.62%	5,544 $343,000
Q4 2023 Feb 14, 2024	BUY	$257.23 - $286.28 $11,318 - $12,596	44 Added 4.05%	1,130 $323,000
Q3 2023 Nov 14, 2023	SELL	$270.07 - $286.44 $145,027 - $153,818	-537 Reduced 33.09%	1,086 $293,000
Q2 2023 Aug 14, 2023	SELL	$267.13 - $285.74 $5,075 - $5,429	-19 Reduced 1.16%	1,623 $454,000
Q1 2023 May 15, 2023	SELL	$260.66 - $283.72 $111,823 - $121,715	-429 Reduced 20.71%	1,642 $448,000
Q4 2022 Feb 14, 2023	BUY	$50.9 - $291.18 $712 - $4,076	14 Added 0.68%	2,071 $587,000
Q3 2022 Nov 22, 2022	BUY	$50.54 - $281.89 $38,966 - $217,337	771 Added 59.95%	2,057 $521,000
Q2 2022 Aug 15, 2022	SELL	$249.77 - $300.0 $24,727 - $29,700	-99 Reduced 7.15%	1,286 $346,000
Q1 2022 May 16, 2022	SELL	$266.13 - $297.6 $26,346 - $29,462	-99 Reduced 6.67%	1,385 $400,000
Q4 2021 Feb 14, 2022	BUY	$271.82 - $301.88 $543 - $603	2 Added 0.13%	1,484 $446,000
Q3 2021 Nov 15, 2021	BUY	$275.57 - $296.34 $61,176 - $65,787	222 Added 17.62%	1,482 $409,000
Q2 2021 Aug 16, 2021	SELL	$251.53 - $273.61 $4,024 - $4,377	-16 Reduced 1.25%	1,260 $344,000
Q1 2021 May 18, 2021	BUY	$239.92 - $258.36 $239 - $258	1 Added 0.08%	1,276 $322,000
Q4 2020 Feb 17, 2021	BUY	$219.61 - $245.91 $219 - $245	1 Added 0.08%	1,275 $314,000
Q3 2020 Nov 19, 2020	BUY	$217.29 - $234.25 $434 - $468	2 Added 0.16%	1,274 $289,000
Q2 2020 Aug 14, 2020	BUY	$180.66 - $222.47 $14,633 - $18,020	81 Added 6.8%	1,272 $274,000
Q1 2020 May 13, 2020	BUY	$158.63 - $221.56 $37,436 - $52,288	236 Added 24.71%	1,191 $224,000
Q4 2019 Feb 18, 2020	SELL	$184.36 - $217.02 $27,100 - $31,901	-147 Reduced 13.34%	955 $206,000
Q3 2019 Nov 15, 2019	BUY	$187.31 - $198.79 $187 - $198	1 Added 0.09%	1,102 $208,000
Q2 2019 Aug 12, 2019	SELL	$180.7 - $197.36 $3,433 - $3,749	-19 Reduced 1.7%	1,101 $215,000
Q1 2019 May 16, 2019	BUY	$174.36 - $196.3 $195,283 - $219,856	1,120 New	1,120 $217,000
Q2 2018 Aug 13, 2018	SELL	$168.2 - $183.1 $116,057 - $126,339	-690 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$169.12 - $192.78 $1,014 - $1,156	6 Added 0.88%	690 $116,000
Q4 2017 Feb 14, 2018	BUY	$170.03 - $176.73 $86,035 - $89,425	506 Added 284.27%	684 $122,000
Q3 2017 Nov 14, 2017	BUY	$170.7 - $171.86 $30,384 - $30,591	178	178 $31,000

Others Institutions Holding IYH

# of Institutions

552

Shares Held

23.6M

Call Options Held

26K

Put Options Held

500

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Ishares Tr Transaction History