Plante Moran Financial Advisors, LLC Ishares Tr Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 3,335 shares of IYH stock, worth $207,770. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,335

Previous 3,335 -0.0%

Holding current value

$207,770

Previous $204,000 5.88%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$60.83 - $309.78 $162,294 - $826,493	2,668 Added 400.0%	3,335 $206,000
Q3 2021 Nov 08, 2021	SELL	$275.57 - $296.34 $5,235 - $5,630	-19 Reduced 2.77%	667 $184,000
Q2 2021 Aug 10, 2021	BUY	$251.53 - $273.61 $4,779 - $5,198	19 Added 2.85%	686 $187,000
Q2 2020 Aug 10, 2020	BUY	$180.66 - $222.47 $21,679 - $26,696	120 Added 21.94%	667 $144,000
Q4 2019 Feb 14, 2020	SELL	$184.36 - $217.02 $31,341 - $36,893	-170 Reduced 23.71%	547 $118,000
Q3 2019 Nov 13, 2019	SELL	$187.31 - $198.79 $5,619 - $5,963	-30 Reduced 4.02%	717 $135,000
Q2 2019 Aug 13, 2019	SELL	$180.7 - $197.36 $5,963 - $6,512	-33 Reduced 4.23%	747 $146,000
Q1 2019 May 13, 2019	SELL	$174.36 - $196.3 $9,589 - $10,796	-55 Reduced 6.59%	780 $151,000
Q4 2018 Jan 29, 2019	SELL	$170.02 - $204.02 $7,140 - $8,568	-42 Reduced 4.79%	835 $151,000
Q3 2018 Nov 09, 2018	SELL	$178.76 - $202.9 $2,681 - $3,043	-15 Reduced 1.68%	877 $178,000
Q2 2018 Jul 26, 2018	BUY	$168.2 - $183.1 $28,593 - $31,127	170 Added 23.55%	892 $159,000
Q3 2017 Nov 08, 2017	BUY	$170.7 - $171.86 $123,245 - $124,082	722	722 $124,000

Others Institutions Holding IYH

# of Institutions

538

Shares Held

23.3M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Plante Moran Financial Advisors, LLC Ishares Tr Transaction History