A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 28,223 shares of IYH stock, worth $1.8 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
28,223
Previous 25,348 11.34%
Holding current value
$1.8 Million
Previous $1.55 Billion 18.12%
% of portfolio
1.45%
Previous 1.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$60.29 - $66.38 $173,333 - $190,842
2,875 Added 11.34%
28,223 $1.83 Billion
Q2 2024

Oct 23, 2024

BUY
$58.05 - $61.75 $1.47 Million - $1.57 Million
25,348 New
25,348 $1.55 Billion

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.