Liberty Wealth Management LLC Ishares Tr Transaction History

Liberty Wealth Management LLC

$610 Million
Q2 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 14,163 shares of IYH stock, worth $776,415. This represents 0.13% of its overall portfolio holdings.

Number of Shares

14,163

Holding current value

$776,415

% of portfolio

0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$53.97 - $60.17 $764,377 - $852,187	14,163 New	14,163 $799,000
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

544

Shares Held

25.8M

Call Options Held

6.6K

Put Options Held

4.5K

View Full List

About ISHARES TR

Ticker IYH
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Liberty Wealth Management LLC Ishares Tr Transaction History