Key Client Fiduciary Advisors, LLC Ishares Tr Transaction History

Key Client Fiduciary Advisors, LLC

$196 Million
Q1 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 6,198 shares of IYH stock, worth $374,173. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,198

Previous 6,272 1.18%

Holding current value

$374,173

Previous $365,000 2.47%

% of portfolio

0.19%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$58.32 - $62.76 $4,315 - $4,644	-74 Reduced 1.18%	6,198 $374,000
Q4 2024 Jan 17, 2025	SELL	$57.53 - $65.24 $1,380 - $1,565	-24 Reduced 0.38%	6,272 $365,000
Q3 2024 Oct 18, 2024	SELL	$60.29 - $66.38 $102,191 - $112,514	-1,695 Reduced 21.21%	6,296 $409,000
Q2 2024 Jul 16, 2024	BUY	$58.05 - $61.75 $870 - $926	15 Added 0.19%	7,991 $489,000
Q1 2024 Apr 15, 2024	BUY	$60.83 - $309.78 $392,475 - $2 Million	6,452 Added 423.36%	7,976 $493,000
Q4 2023 Jan 09, 2024	SELL	$257.23 - $286.28 $29,066 - $32,349	-113 Reduced 6.9%	1,524 $436,000
Q3 2023 Nov 14, 2023	BUY	$270.07 - $286.44 $3,240 - $3,437	12 Added 0.74%	1,637 $442,000
Q2 2023 Jul 13, 2023	BUY	$267.13 - $285.74 $17,363 - $18,573	65 Added 4.17%	1,625 $455,000
Q1 2023 Apr 25, 2023	SELL	$260.66 - $283.72 $12,511 - $13,618	-48 Reduced 2.99%	1,560 $425,000
Q4 2022 Jan 17, 2023	BUY	$50.9 - $291.18 $509 - $2,911	10 Added 0.63%	1,608 $0
Q3 2022 Oct 12, 2022	BUY	$50.54 - $281.89 $3,436 - $19,168	68 Added 4.44%	1,598 $404,000
Q2 2022 Jul 19, 2022	BUY	$249.77 - $300.0 $52,451 - $63,000	210 Added 15.91%	1,530 $412,000
Q1 2022 Apr 18, 2022	BUY	$266.13 - $297.6 $17,032 - $19,046	64 Added 5.1%	1,320 $381,000
Q4 2021 Mar 01, 2022	BUY	$271.82 - $301.88 $341,405 - $379,161	1,256 New	1,256 $377,000

Others Institutions Holding IYH

# of Institutions

555

Shares Held

24.4M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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Key Client Fiduciary Advisors, LLC Ishares Tr Transaction History