A detailed history of Morris Retirement Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 8,431 shares of IYH stock, worth $491,527. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,431
Previous 8,416 0.18%
Holding current value
$491,527
Previous $515,000 6.41%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Oct 03, 2024

BUY
$60.29 - $66.38 $904 - $995
15 Added 0.18%
8,431 $548,000
Q2 2024

Aug 06, 2024

BUY
$58.05 - $61.75 $348 - $370
6 Added 0.07%
8,416 $515,000
Q1 2024

May 03, 2024

BUY
$60.83 - $309.78 $401,842 - $2.05 Million
6,606 Added 366.19%
8,410 $520,000
Q4 2023

Feb 12, 2024

SELL
$257.23 - $286.28 $2.53 Million - $2.81 Million
-9,829 Reduced 84.49%
1,804 $516,000
Q3 2023

Nov 08, 2023

BUY
$270.07 - $286.44 $96,414 - $102,259
357 Added 3.17%
11,633 $3.14 Million
Q2 2023

Jul 17, 2023

SELL
$267.13 - $285.74 $349,138 - $373,462
-1,307 Reduced 10.39%
11,276 $3.16 Million
Q1 2023

Apr 13, 2023

BUY
$260.66 - $283.72 $63,079 - $68,660
242 Added 1.96%
12,583 $3.44 Million
Q4 2022

Feb 02, 2023

BUY
$50.9 - $291.18 $397,223 - $2.27 Million
7,804 Added 172.01%
12,341 $3.5 Million
Q3 2022

Oct 14, 2022

BUY
$50.54 - $281.89 $143,129 - $798,312
2,832 Added 166.1%
4,537 $1.16 Million
Q2 2022

Aug 08, 2022

BUY
$249.77 - $300.0 $249 - $300
1 Added 0.06%
1,705 $458,000
Q1 2022

May 10, 2022

BUY
$266.13 - $297.6 $266 - $297
1 Added 0.06%
1,704 $492,000
Q4 2021

Feb 02, 2022

SELL
$271.82 - $301.88 $38,598 - $42,866
-142 Reduced 7.7%
1,703 $512,000
Q2 2021

Jul 29, 2021

SELL
$251.53 - $273.61 $16,600 - $18,058
-66 Reduced 3.45%
1,845 $503,000
Q1 2021

May 04, 2021

SELL
$239.92 - $258.36 $3,118 - $3,358
-13 Reduced 0.68%
1,911 $482,000
Q4 2020

Feb 01, 2021

BUY
$219.61 - $245.91 $422,529 - $473,130
1,924 New
1,924 $473,000

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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