Marshall Financial Group LLC Ishares Tr Transaction History

Marshall Financial Group LLC

$408 Million
Q4 2024

A detailed history of Marshall Financial Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Marshall Financial Group LLC holds 3,442 shares of IYH stock, worth $216,019. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,442

Previous 3,449 0.2%

Holding current value

$216,019

Previous $224,000 10.71%

% of portfolio

0.05%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$57.53 - $65.24 $402 - $456	-7 Reduced 0.2%	3,442 $200,000
Q3 2024 Oct 16, 2024	SELL	$60.29 - $66.38 $22,548 - $24,826	-374 Reduced 9.78%	3,449 $224,000
Q2 2024 Jul 19, 2024	SELL	$58.05 - $61.75 $12,945 - $13,770	-223 Reduced 5.51%	3,823 $234,000
Q1 2024 Apr 19, 2024	BUY	$60.83 - $309.78 $196,967 - $1 Million	3,238 Added 400.74%	4,046 $250,000
Q4 2023 Jan 10, 2024	BUY	$257.23 - $286.28 $771 - $858	3 Added 0.37%	808 $231,000
Q3 2023 Oct 19, 2023	SELL	$270.07 - $286.44 $12,153 - $12,889	-45 Reduced 5.29%	805 $217,000
Q2 2023 Jul 17, 2023	BUY	$267.13 - $285.74 $267 - $285	1 Added 0.12%	850 $238,000
Q1 2023 Apr 18, 2023	BUY	$260.66 - $283.72 $260 - $283	1 Added 0.12%	849 $231,000
Q4 2022 Feb 01, 2023	SELL	$50.9 - $291.18 $2,595 - $14,850	-51 Reduced 5.67%	848 $240,000
Q3 2022 Oct 12, 2022	SELL	$50.54 - $281.89 $4,498 - $25,088	-89 Reduced 9.01%	899 $227,000
Q2 2022 Jul 25, 2022	BUY	$249.77 - $300.0 $18,482 - $22,200	74 Added 8.1%	988 $266,000
Q1 2022 May 10, 2022	BUY	$266.13 - $297.6 $23,951 - $26,784	90 Added 10.92%	914 $264,000
Q4 2021 Jan 27, 2022	SELL	$271.82 - $301.88 $72,304 - $80,300	-266 Reduced 24.4%	824 $248,000
Q3 2021 Oct 28, 2021	SELL	$275.57 - $296.34 $20,943 - $22,521	-76 Reduced 6.52%	1,090 $301,000
Q2 2021 Jul 14, 2021	SELL	$251.53 - $273.61 $12,073 - $13,133	-48 Reduced 3.95%	1,166 $318,000
Q1 2021 Apr 20, 2021	SELL	$239.92 - $258.36 $15,114 - $16,276	-63 Reduced 4.93%	1,214 $306,000
Q4 2020 Jan 29, 2021	BUY	$219.61 - $245.91 $280,441 - $314,027	1,277 New	1,277 $314,000

Others Institutions Holding IYH

# of Institutions

539

Shares Held

23.3M

Call Options Held

25.8K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IYH
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Marshall Financial Group LLC Ishares Tr Transaction History