Lpl Financial LLC Inv Act Mgd Ex Trd Fd Tr Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Lpl Financial LLC holds 90,920 shares of IHYF stock, worth $2.01 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

90,920

Previous 76,974 18.12%

Holding current value

$2.01 Million

Previous $1.7 Million 18.16%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	N/A	13,946 Added 18.12%	90,920 $2.01 Million
Q4 2024 Feb 11, 2025	SELL	N/A	-65,539 Reduced 45.99%	76,974 $1.7 Million
Q3 2024 Nov 08, 2024	BUY	$22.12 - $22.12 $680,256 - $680,256	30,753 Added 27.52%	142,513 $3.15 Million
Q2 2024 Aug 07, 2024	BUY	$21.84 - $22.31 $1.43 Million - $1.46 Million	65,626 Added 142.25%	111,760 $2.47 Million
Q1 2024 May 10, 2024	BUY	$21.98 - $22.4 $129,835 - $132,316	5,907 Added 14.68%	46,134 $1.03 Million
Q4 2023 Feb 14, 2024	BUY	$20.82 - $22.42 $15,032 - $16,187	722 Added 1.83%	40,227 $900,000
Q3 2023 Nov 13, 2023	SELL	$21.23 - $21.83 $112,710 - $115,895	-5,309 Reduced 11.85%	39,505 $841,000
Q2 2023 Jul 31, 2023	SELL	$21.05 - $21.7 $995,244 - $1.03 Million	-47,280 Reduced 51.34%	44,814 $967,000
Q1 2023 May 10, 2023	BUY	$21.09 - $22.25 $1.58 Million - $1.66 Million	74,697 Added 429.37%	92,094 $1.98 Million
Q4 2022 Feb 07, 2023	BUY	$20.76 - $22.01 $86,569 - $91,781	4,170 Added 31.53%	17,397 $366,000
Q3 2022 Nov 14, 2022	BUY	$20.92 - $22.78 $276,708 - $301,311	13,227 New	13,227 $272,000

Others Institutions Holding IHYF

# of Institutions

Shares Held

1.73M

Call Options Held

Put Options Held

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About INV ACT MGD EX-TRD FD TR

Ticker IHYF
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Lpl Financial LLC Inv Act Mgd Ex Trd Fd Tr Transaction History