Outlook Wealth Advisors, LLC Ishares Tr Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 3,101 shares of IYH stock, worth $185,563. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,101

Holding current value

$185,563

% of portfolio

0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$60.29 - $66.38 $186,959 - $205,844	3,101 New	3,101 $201,000
Q4 2023 Jan 29, 2024	BUY	$257.23 - $286.28 $181,347 - $201,827	705 New	705 $201,000
Q2 2023 Jul 10, 2023	BUY	$267.13 - $285.74 $191,799 - $205,161	718 New	718 $201,000
Q4 2022 Feb 14, 2023	BUY	$50.9 - $291.18 $40,058 - $229,158	787 New	787 $223,000
Q1 2022 Jul 28, 2022	BUY	$266.13 - $297.6 $1,862 - $2,083	7 Added 0.89%	793 $229,000
Q1 2022 May 13, 2022	SELL	$266.13 - $297.6 $12,508 - $13,987	-47 Reduced 5.64%	786 $227,000
Q4 2021 Jan 21, 2022	BUY	$271.82 - $301.88 $271 - $301	1 Added 0.12%	833 $250,000
Q3 2021 Oct 22, 2021	BUY	$275.57 - $296.34 $229,274 - $246,554	832 New	832 $229,000
Q1 2021 May 04, 2021	SELL	$239.92 - $258.36 $238,480 - $256,809	-994 Closed	0 $0
Q4 2020 Feb 04, 2021	SELL	$219.61 - $245.91 $6.08 Million - $6.81 Million	-27,703 Reduced 96.54%	994 $244,000
Q3 2020 Nov 10, 2020	BUY	$217.29 - $234.25 $334,192 - $360,276	1,538 Added 5.66%	28,697 $6.52 Million
Q2 2020 Jul 17, 2020	BUY	$180.66 - $222.47 $4.91 Million - $6.04 Million	27,159 New	27,159 $5.86 Million
Q3 2019 Oct 17, 2019	SELL	$187.31 - $198.79 $1.19 Million - $1.26 Million	-6,346 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	$180.7 - $197.36 $377,843 - $412,679	2,091 Added 49.14%	6,346 $1.24 Million
Q1 2019 May 06, 2019	BUY	$174.36 - $196.3 $527,090 - $593,414	3,023 Added 245.37%	4,255 $824,000
Q4 2018 Feb 13, 2019	BUY	$170.02 - $204.02 $209,464 - $251,352	1,232 New	1,232 $2.23 Million

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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Outlook Wealth Advisors, LLC Ishares Tr Transaction History