Marshall & Sterling Wealth Advisors Inc. Ishares Tr Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 560 shares of IYH stock, worth $31,203. This represents 0.02% of its overall portfolio holdings.

Number of Shares
560
Previous 559 0.18%
Holding current value
$31,203
Previous $32.5 Million 4.77%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$58.32 - $62.76 $58 - $62
1 Added 0.18%
560 $34.1 Million
Q4 2024

Feb 14, 2025
BUY
$57.53 - $65.24 $32,159 - $36,469
559 New
559 $32.5 Million

Others Institutions Holding IYH

# of Institutions
557
Shares Held
24.3M
Call Options Held
8K
Put Options Held
4.5K
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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