Morris Retirement Advisors, LLC Inv Act Mgd Ex Trd Fd Tr Transaction History

Morris Retirement Advisors, LLC

  • $211 Million
  • Q2 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 17,017 shares of IHYF stock, worth $376,416. This represents 0.18% of its overall portfolio holdings.

Number of Shares
17,017
Previous 562,381 96.97%
Holding current value
$376,416
Previous $12.4 Million 96.98%
% of portfolio
0.18%
Previous 6.77%

Shares

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

Jul 08, 2025
SELL
N/A
-545,364 Reduced 96.97%
17,017 $376,000
Q1 2025

Apr 10, 2025
BUY
N/A
30,946 Added 5.82%
562,381 $12.4 Million
Q4 2024

Jan 13, 2025
BUY
N/A
26,134 Added 5.17%
531,435 $11.8 Million
Q3 2024

Oct 03, 2024
BUY
$22.12 - $22.12 $377,654 - $377,654
17,073 Added 3.5%
505,301 $11.2 Million
Q2 2024

Aug 06, 2024
BUY
$21.84 - $22.31 $10.7 Million - $10.9 Million
488,228 New
488,228 $10.8 Million

Others Institutions Holding IHYF

# of Institutions
14
Shares Held
1.73M
Call Options Held
0
Put Options Held
0
View Full List

About INV ACT MGD EX-TRD FD TR

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