Marshall & Sterling Wealth Advisors Inc. Ishares Tr Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 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 141 shares of IYH stock, worth $8,462. This represents 0.01% of its overall portfolio holdings.

Number of Shares
141
Previous 560 74.82%
Holding current value
$8,462
Previous $34.1 Million 76.76%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$53.97 - $60.17 $22,613 - $25,211
-419 Reduced 74.82%
141 $7.92 Million
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
550
Shares Held
24.5M
Call Options Held
4.9K
Put Options Held
200
View Full List

About ISHARES TR

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