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 2,091 shares of IYR stock, worth $196,825. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,091

Previous 2,452 14.72%

Holding current value

$196,825

Previous $228,000 12.28%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$89.49 - $98.98 $32,305 - $35,731	-361 Reduced 14.72%	2,091 $200,000
Q4 2024 Feb 14, 2025	SELL	$90.74 - $102.87 $71,593 - $81,164	-789 Reduced 24.34%	2,452 $228,000
Q3 2024 Nov 14, 2024	BUY	$86.93 - $103.61 $281,740 - $335,800	3,241 New	3,241 $330,000
Q1 2024 May 15, 2024	BUY	$85.32 - $92.22 $38,649 - $41,775	453 Added 15.78%	3,324 $298,000
Q3 2023 Nov 14, 2023	BUY	$77.12 - $89.86 $221,411 - $257,988	2,871 New	2,871 $224,000
Q1 2023 May 15, 2023	SELL	$78.73 - $95.24 $3,936 - $4,762	-50 Reduced 1.93%	2,547 $216,000
Q3 2022 Nov 22, 2022	BUY	$80.64 - $103.19 $4,596 - $5,881	57 Added 2.24%	2,597 $211,000
Q1 2022 May 16, 2022	SELL	$99.21 - $115.26 $52,184 - $60,626	-526 Reduced 17.16%	2,540 $275,000
Q4 2021 Feb 14, 2022	SELL	$103.03 - $116.14 $95,508 - $107,661	-927 Reduced 23.22%	3,066 $356,000
Q3 2021 Nov 15, 2021	SELL	$102.34 - $111.27 $111,652 - $121,395	-1,091 Reduced 21.46%	3,993 $409,000
Q2 2021 Aug 16, 2021	SELL	$93.58 - $104.97 $18,248 - $20,469	-195 Reduced 3.69%	5,084 $518,000
Q1 2021 May 18, 2021	SELL	$82.27 - $92.74 $169,805 - $191,415	-2,064 Reduced 28.11%	5,279 $485,000
Q4 2020 Feb 17, 2021	SELL	$76.87 - $86.71 $740,949 - $835,797	-9,639 Reduced 56.76%	7,343 $629,000
Q3 2020 Nov 19, 2020	SELL	$76.71 - $84.15 $149,584 - $164,092	-1,950 Reduced 10.3%	16,982 $1.36 Million
Q2 2020 Aug 14, 2020	SELL	$64.24 - $86.82 $258,758 - $349,710	-4,028 Reduced 17.54%	18,932 $1.49 Million
Q1 2020 May 13, 2020	BUY	$57.84 - $100.28 $38,347 - $66,485	663 Added 2.97%	22,960 $1.6 Million
Q4 2019 Feb 18, 2020	BUY	$89.52 - $95.36 $1.59 Million - $1.69 Million	17,729 Added 388.11%	22,297 $2.08 Million
Q3 2019 Nov 15, 2019	BUY	$91.54 - $93.76 $101,700 - $104,167	1,111 Added 32.14%	4,568 $427,000
Q2 2019 Aug 12, 2019	BUY	N/A	115 Added 3.44%	3,457 $302,000
Q1 2019 May 16, 2019	BUY	N/A	3,342 New	3,342 $291,000
Q2 2018 Aug 13, 2018	SELL	N/A	-82 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-122 Reduced 59.8%	82 $6,000
Q4 2017 Feb 14, 2018	BUY	N/A	97 Added 90.65%	204 $16,000
Q3 2017 Nov 14, 2017	BUY	N/A	107	107 $9,000

Others Institutions Holding IYR

# of Institutions

579

Shares Held

43.4M

Call Options Held

5.79M

Put Options Held

4.51M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Iht Wealth Management, LLC Ishares Tr Transaction History