Kmg Fiduciary Partners, LLC Ishares Tr Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 15,940 shares of IYH stock, worth $953,849. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,940

Previous 16,850 5.4%

Holding current value

$953,849

Previous $1.03 Million 0.39%

% of portfolio

0.09%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$60.29 - $66.38 $54,863 - $60,405	-910 Reduced 5.4%	15,940 $1.04 Million
Q2 2024 Jul 17, 2024	SELL	$58.05 - $61.75 $13,061 - $13,893	-225 Reduced 1.32%	16,850 $1.03 Million
Q1 2024 Apr 10, 2024	BUY	$60.83 - $309.78 $837,324 - $4.26 Million	13,765 Added 415.86%	17,075 $1.06 Million
Q4 2023 Jan 10, 2024	SELL	$257.23 - $286.28 $4,630 - $5,153	-18 Reduced 0.54%	3,310 $947,000
Q3 2023 Oct 25, 2023	SELL	$270.07 - $286.44 $39,970 - $42,393	-148 Reduced 4.26%	3,328 $898,000
Q2 2023 Jul 14, 2023	BUY	$267.13 - $285.74 $71,857 - $76,864	269 Added 8.39%	3,476 $974,000
Q1 2023 Apr 13, 2023	SELL	$260.66 - $283.72 $4,170 - $4,539	-16 Reduced 0.5%	3,207 $875,000
Q3 2022 Oct 27, 2022	SELL	$50.54 - $281.89 $13,089 - $73,009	-259 Reduced 7.44%	3,223 $815,000
Q2 2022 Jul 13, 2022	SELL	$249.77 - $300.0 $40,962 - $49,200	-164 Reduced 4.5%	3,482 $936,000
Q1 2022 Apr 19, 2022	BUY	$266.13 - $297.6 $98,734 - $110,409	371 Added 11.33%	3,646 $1.05 Million
Q4 2021 Jan 12, 2022	BUY	$271.82 - $301.88 $14,406 - $15,999	53 Added 1.64%	3,275 $984,000
Q2 2021 Jul 20, 2021	BUY	$251.53 - $273.61 $64,391 - $70,044	256 Added 8.63%	3,222 $879,000
Q1 2021 Apr 08, 2021	BUY	$239.92 - $258.36 $69,336 - $74,666	289 Added 10.8%	2,966 $749,000
Q4 2020 Jan 13, 2021	BUY	$219.61 - $245.91 $14,274 - $15,984	65 Added 2.49%	2,677 $658,000
Q3 2020 Oct 13, 2020	BUY	$217.29 - $234.25 $11,733 - $12,649	54 Added 2.11%	2,612 $593,000
Q2 2020 Jul 22, 2020	SELL	$180.66 - $222.47 $34,325 - $42,269	-190 Reduced 6.91%	2,558 $552,000
Q1 2020 Apr 29, 2020	SELL	$158.63 - $221.56 $97,557 - $136,259	-615 Reduced 18.29%	2,748 $516,000
Q4 2019 Jan 29, 2020	SELL	$184.36 - $217.02 $28,207 - $33,204	-153 Reduced 4.35%	3,363 $725,000
Q3 2019 Oct 15, 2019	SELL	$187.31 - $198.79 $473,145 - $502,143	-2,526 Reduced 41.81%	3,516 $665,000
Q2 2019 Jul 26, 2019	BUY	$180.7 - $197.36 $40,296 - $44,011	223 Added 3.83%	6,042 $1.18 Million
Q1 2019 Apr 16, 2019	BUY	$174.36 - $196.3 $130,595 - $147,028	749 Added 14.77%	5,819 $1.13 Million
Q4 2018 Apr 15, 2019	BUY	$170.02 - $204.02 $862,001 - $1.03 Million	5,070 New	5,070 $917,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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Kmg Fiduciary Partners, LLC Ishares Tr Transaction History