Iht Wealth Management, LLC Ishares Tr Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 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 14,778 shares of IYJ stock, worth $2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,778

Previous 14,461 2.19%

Holding current value

$2 Million

Previous $1.93 Million 2.07%

% of portfolio

0.07%

Previous 0.06%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$132.97 - $143.93 $42,151 - $45,625	317 Added 2.19%	14,778 $1.97 Million
Q3 2024 Nov 14, 2024	BUY	$118.32 - $133.67 $106,961 - $120,837	904 Added 6.67%	14,461 $1.93 Million
Q2 2024 Aug 14, 2024	BUY	$119.1 - $125.05 $70,388 - $73,904	591 Added 4.56%	13,557 $1.62 Million
Q1 2024 May 15, 2024	BUY	$111.23 - $125.71 $179,858 - $203,273	1,617 Added 14.25%	12,966 $1.63 Million
Q4 2023 Feb 14, 2024	BUY	$95.31 - $114.66 $435,376 - $523,766	4,568 Added 67.36%	11,349 $1.3 Million
Q3 2023 Nov 14, 2023	BUY	$100.31 - $109.74 $11,435 - $12,510	114 Added 1.71%	6,781 $684,000
Q2 2023 Aug 14, 2023	SELL	$96.6 - $106.04 $449,576 - $493,510	-4,654 Reduced 41.11%	6,667 $706,000
Q1 2023 May 15, 2023	BUY	$95.26 - $104.26 $425,145 - $465,312	4,463 Added 65.08%	11,321 $1.13 Million
Q4 2022 Feb 14, 2023	SELL	$84.86 - $101.21 $409,619 - $488,540	-4,827 Reduced 41.31%	6,858 $661,000
Q3 2022 Nov 22, 2022	BUY	$83.78 - $102.55 $369,637 - $452,450	4,412 Added 60.66%	11,685 $979,000
Q2 2022 Aug 15, 2022	BUY	$86.15 - $105.81 $344 - $423	4 Added 0.06%	7,273 $641,000
Q1 2022 May 16, 2022	SELL	$97.52 - $114.07 $483,309 - $565,330	-4,956 Reduced 40.54%	7,269 $766,000
Q4 2021 Feb 14, 2022	BUY	$104.49 - $114.29 $417 - $457	4 Added 0.03%	12,225 $1.38 Million
Q3 2021 Nov 15, 2021	SELL	$107.16 - $114.98 $1.74 Million - $1.87 Million	-16,249 Reduced 57.07%	12,221 $1.31 Million
Q2 2021 Aug 16, 2021	BUY	$106.5 - $112.79 $1.79 Million - $1.9 Million	16,845 Added 144.9%	28,470 $3.16 Million
Q1 2021 May 18, 2021	BUY	$93.24 - $105.87 $279 - $317	3 Added 0.03%	11,625 $1.23 Million
Q4 2020 Feb 17, 2021	BUY	$81.66 - $97.19 $474,689 - $564,965	5,813 Added 100.07%	11,622 $1.13 Million
Q3 2020 Nov 19, 2020	BUY	$74.42 - $87.03 $5,655 - $6,614	76 Added 1.33%	5,809 $971,000
Q2 2020 Aug 14, 2020	BUY	$58.74 - $81.28 $6,813 - $9,428	116 Added 2.07%	5,733 $865,000
Q1 2020 May 13, 2020	BUY	$52.08 - $87.1 $7,759 - $12,977	149 Added 2.72%	5,617 $698,000
Q4 2019 Feb 18, 2020	BUY	$75.93 - $84.31 $75 - $84	1 Added 0.02%	5,468 $917,000
Q3 2019 Nov 15, 2019	BUY	$75.18 - $80.81 $3,984 - $4,282	53 Added 0.98%	5,467 $868,000
Q1 2019 May 16, 2019	BUY	$62.56 - $76.42 $2,564 - $3,133	41 Added 0.76%	5,414 $822,000
Q4 2018 Feb 15, 2019	BUY	$60.03 - $78.9 $322,541 - $423,929	5,373 New	5,373 $691,000
Q2 2018 Aug 13, 2018	SELL	$70.11 - $75.86 $30,567 - $33,074	-436 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$70.82 - $79.05 $3,399 - $3,794	48 Added 12.37%	436 $62,000
Q4 2017 Feb 14, 2018	BUY	$69.42 - $73.89 $10,482 - $11,157	151 Added 63.71%	388 $59,000
Q3 2017 Nov 14, 2017	BUY	$68.93 - $69.27 $16,336 - $16,416	237	237 $33,000

Others Institutions Holding IYJ

# of Institutions

338

Shares Held

6.59M

Call Options Held

35.9K

Put Options Held

11.8K

View Full List

About ISHARES TR

Ticker IYJ
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Iht Wealth Management, LLC Ishares Tr Transaction History