Liberty Wealth Management LLC Ishares Tr Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$270.07 - $286.44 $54,554 - $57,860	202 Added 21.22%	1,154 $312,000
Q2 2023 Aug 10, 2023	BUY	$267.13 - $285.74 $49,953 - $53,433	187 Added 24.44%	952 $266,000
Q1 2023 May 03, 2023	BUY	$260.66 - $283.72 $199,404 - $217,045	765 New	765 $208,000
Q4 2021 Feb 15, 2022	SELL	$271.82 - $301.88 $22,289 - $24,754	-82 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$251.53 - $273.61 $5.61 Million - $6.1 Million	-22,292 Reduced 99.63%	82 $22,000
Q2 2021 Aug 13, 2021	BUY	$251.53 - $273.61 $5.61 Million - $6.1 Million	22,292 Added 27185.37%	22,374 $82,000
Q2 2019 Jul 30, 2019	SELL	$180.7 - $197.36 $1,445 - $1,578	-8 Reduced 8.89%	82 $16,000
Q1 2019 Apr 18, 2019	BUY	$174.36 - $196.3 $1,394 - $1,570	8 Added 9.76%	90 $17,000
Q4 2018 Mar 26, 2019	BUY	$170.02 - $204.02 $13,941 - $16,729	82 New	82 $14,000

Others Institutions Holding IYH

# of Institutions

540

Shares Held

23.3M

Call Options Held

26K

Put Options Held

500

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.