Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 239 shares of IYH stock, worth $14,612. This represents 0.0% of its overall portfolio holdings.

Number of Shares

239

Previous 238 0.42%

Holding current value

$14,612

Previous $15,000 13.33%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$57.53 - $65.24 $57 - $65	1 Added 0.42%	239 $13,000
Q3 2024 Nov 08, 2024	SELL	$60.29 - $66.38 $48,111 - $52,971	-798 Reduced 77.03%	238 $15,000
Q2 2024 Aug 13, 2024	SELL	$58.05 - $61.75 $27,631 - $29,393	-476 Reduced 31.48%	1,036 $63,000
Q1 2024 Apr 30, 2024	BUY	$60.83 - $309.78 $89,115 - $453,827	1,465 Added 3117.02%	1,512 $93,000
Q4 2023 Jan 30, 2024	SELL	$257.23 - $286.28 $5,659 - $6,298	-22 Reduced 31.88%	47 $13,000
Q3 2023 Oct 17, 2023	SELL	$270.07 - $286.44 $29,977 - $31,794	-111 Reduced 61.67%	69 $18,000
Q2 2023 Jul 19, 2023	SELL	$267.13 - $285.74 $2,671 - $2,857	-10 Reduced 5.26%	180 $50,000
Q1 2023 May 10, 2023	BUY	$260.66 - $283.72 $30,757 - $33,478	118 Added 163.89%	190 $51,000
Q4 2022 Feb 14, 2023	SELL	$50.9 - $291.18 $916 - $5,241	-18 Reduced 20.0%	72 $20,000
Q3 2022 Oct 26, 2022	BUY	$50.54 - $281.89 $2,223 - $12,403	44 Added 95.65%	90 $22,000
Q4 2021 Feb 14, 2022	BUY	$271.82 - $301.88 $271 - $301	1 Added 2.22%	46 $13,000
Q3 2021 Nov 02, 2021	SELL	$275.57 - $296.34 $275 - $296	-1 Reduced 2.17%	45 $12,000
Q1 2021 May 11, 2021	BUY	$239.92 - $258.36 $239 - $258	1 Added 2.22%	46 $11,000
Q4 2019 Feb 11, 2020	BUY	$184.36 - $217.02 $184 - $217	1 Added 2.27%	45 $9,000
Q3 2019 Oct 09, 2019	SELL	$187.31 - $198.79 $187 - $198	-1 Reduced 2.22%	44 $8,000
Q2 2019 Aug 14, 2019	BUY	$180.7 - $197.36 $180 - $197	1 Added 2.27%	45 $9,000
Q3 2017 Nov 08, 2017	BUY	$170.7 - $171.86 $170 - $171	1 Added 2.33%	44 $7,000
Q2 2017 Aug 15, 2017	BUY	N/A	43	43 $7,000

Others Institutions Holding IYH

# of Institutions

552

Shares Held

24.4M

Call Options Held

5.3K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IYH
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History