Iht Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History

Iht Wealth Management, LLC

  • $2.62 Billion
  • Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Iht Wealth Management, LLC holds 13,447 shares of IYLD stock, worth $278,756. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,447
Previous 13,447 -0.0%
Holding current value
$278,756
Previous $267,000 0.37%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$19.46 - $19.93 $23,643 - $24,214
1,215 Added 9.93%
13,447 $267,000
Q4 2023

Feb 14, 2024
BUY
$18.43 - $20.12 $6,045 - $6,599
328 Added 2.76%
12,232 $246,000
Q3 2023

Nov 14, 2023
SELL
$18.96 - $19.68 $3,109 - $3,227
-164 Reduced 1.36%
11,904 $226,000
Q2 2023

Aug 14, 2023
BUY
$18.84 - $19.52 $9,250 - $9,584
491 Added 4.24%
12,068 $235,000
Q1 2023

May 15, 2023
BUY
$18.75 - $20.3 $21,056 - $22,796
1,123 Added 10.74%
11,577 $222,000
Q4 2022

Feb 14, 2023
SELL
$18.04 - $19.73 $5,412 - $5,919
-300 Reduced 2.79%
10,454 $198,000
Q3 2022

Nov 22, 2022
BUY
$18.36 - $20.67 $197,443 - $222,285
10,754 New
10,754 $197,000

Others Institutions Holding IYLD

# of Institutions
55
Shares Held
1.27M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

IYLD Quotes by TradingView
  • Ticker IYLD
  • Sector ETFs
  • Industry ETFs
More about IYLD
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email