Iht Wealth Management, LLC Ishares Tr Transaction History

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 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 2,028 shares of IYM stock, worth $273,029. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,028
Holding current value
$273,029
% of portfolio
0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$128.53 - $142.03 $260,658 - $288,036
2,028 New
2,028 $273,000
Q4 2022

Feb 14, 2023
BUY
$109.29 - $133.88 $177,596 - $217,555
1,625 New
1,625 $202,000
Q2 2022

Aug 15, 2022
BUY
$117.72 - $154.02 $12,949 - $16,942
110 Added 5.74%
2,026 $239,000
Q1 2022

May 16, 2022
SELL
$128.72 - $151.73 $194,367 - $229,112
-1,510 Reduced 44.07%
1,916 $287,000
Q4 2021

Feb 14, 2022
SELL
$125.86 - $141.73 $17,746 - $19,983
-141 Reduced 3.95%
3,426 $480,000
Q3 2021

Nov 15, 2021
SELL
$122.85 - $135.99 $1.58 Million - $1.75 Million
-12,881 Reduced 78.31%
3,567 $444,000
Q2 2021

Aug 16, 2021
BUY
$126.01 - $141.25 $1.62 Million - $1.81 Million
12,844 Added 356.38%
16,448 $2.14 Million
Q1 2021

May 18, 2021
BUY
$111.16 - $126.89 $889 - $1,015
8 Added 0.22%
3,604 $453,000
Q4 2020

Feb 17, 2021
BUY
$95.24 - $113.41 $45,524 - $54,209
478 Added 15.33%
3,596 $408,000
Q3 2020

Nov 19, 2020
BUY
$89.06 - $104.94 $14,962 - $17,629
168 Added 5.69%
3,118 $308,000
Q2 2020

Aug 14, 2020
SELL
$65.8 - $95.31 $4,079 - $5,909
-62 Reduced 2.06%
2,950 $263,000
Q1 2020

May 13, 2020
SELL
$59.63 - $96.97 $115,264 - $187,443
-1,933 Reduced 39.09%
3,012 $209,000
Q4 2019

Feb 18, 2020
SELL
$87.15 - $97.94 $5,577 - $6,268
-64 Reduced 1.28%
4,945 $484,000
Q3 2019

Nov 15, 2019
BUY
$86.44 - $96.34 $20,572 - $22,928
238 Added 4.99%
5,009 $462,000
Q2 2019

Aug 12, 2019
BUY
$84.8 - $96.2 $25,355 - $28,763
299 Added 6.69%
4,771 $453,000
Q1 2019

May 16, 2019
SELL
$82.06 - $93.91 $14,278 - $16,340
-174 Reduced 3.75%
4,472 $409,000
Q4 2018

Feb 15, 2019
SELL
$78.95 - $99.65 $283,193 - $357,444
-3,587 Reduced 43.57%
4,646 $390,000
Q3 2018

Nov 14, 2018
BUY
$97.95 - $102.95 $21,353 - $22,443
218 Added 2.72%
8,233 $810,000
Q2 2018

Aug 13, 2018
SELL
$94.0 - $104.36 $2,444 - $2,713
-26 Reduced 0.32%
8,015 $794,000
Q1 2018

May 15, 2018
SELL
$94.17 - $108.05 $1.12 Million - $1.29 Million
-11,912 Reduced 59.7%
8,041 $756,000
Q4 2017

Feb 14, 2018
BUY
$96.74 - $102.54 $1.3 Million - $1.37 Million
13,395 Added 204.25%
19,953 $2.12 Million
Q3 2017

Nov 14, 2017
BUY
$95.26 - $95.84 $624,715 - $628,518
6,558
6,558 $640,000

Others Institutions Holding IYM

# of Institutions
215
Shares Held
2.4M
Call Options Held
8.4K
Put Options Held
300
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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