Iht Wealth Management, LLC Ishares Tr Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 10,189 shares of IYH stock, worth $610,015. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,189

Previous 4,159 144.99%

Holding current value

$610,015

Previous $253,000 127.27%

% of portfolio

0.02%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$53.97 - $60.17 $325,439 - $362,825	6,030 Added 144.99%	10,189 $575,000
Q1 2025 May 15, 2025	BUY	$58.32 - $62.76 $6,123 - $6,589	105 Added 2.59%	4,159 $253,000
Q4 2024 Feb 14, 2025	SELL	$57.53 - $65.24 $5,465 - $6,197	-95 Reduced 2.29%	4,054 $236,000
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

546

Shares Held

24.6M

Call Options Held

4.9K

Put Options Held

200

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About ISHARES TR

Ticker IYH
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Iht Wealth Management, LLC Ishares Tr Transaction History