Sc&H Financial Advisors, Inc. Ishares Tr Transaction History

Sc&H Financial Advisors, Inc.

  • $524 Million
  • Q2 2025

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 5,335 shares of IYE stock, worth $241,035. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,335
Previous 5,653 5.63%
Holding current value
$241,035
Previous $278,000 13.31%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 16, 2025
SELL
$40.36 - $49.67 $12,834 - $15,795
-318 Reduced 5.63%
5,335 $241,000
Q3 2024

Oct 24, 2024
SELL
$44.44 - $49.18 $33,418 - $36,983
-752 Reduced 11.74%
5,653 $261,000
Q2 2024

Aug 01, 2024
BUY
$46.21 - $51.17 $600 - $665
13 Added 0.2%
6,405 $307,000
Q1 2024

May 02, 2024
BUY
$41.9 - $49.4 $460 - $543
11 Added 0.17%
6,392 $315,000
Q4 2023

Feb 01, 2024
BUY
$42.54 - $48.28 $1,191 - $1,351
28 Added 0.44%
6,381 $281,000
Q2 2023

Aug 07, 2023
BUY
$40.39 - $45.87 $444 - $504
11 Added 0.17%
6,353 $272,000
Q1 2023

May 12, 2023
BUY
$40.63 - $49.07 $690 - $834
17 Added 0.27%
6,342 $277,000
Q4 2022

Feb 10, 2023
BUY
$41.43 - $50.5 $662 - $808
16 Added 0.25%
6,325 $294,000
Q3 2022

Nov 09, 2022
BUY
$36.07 - $45.64 $1,046 - $1,323
29 Added 0.46%
6,309 $248,000
Q2 2022

Aug 10, 2022
BUY
$37.64 - $48.83 $790 - $1,025
21 Added 0.34%
6,280 $239,000
Q1 2022

May 10, 2022
BUY
$31.0 - $42.12 $194,029 - $263,629
6,259 New
6,259 $256,000

Others Institutions Holding IYE

# of Institutions
326
Shares Held
14.8M
Call Options Held
9K
Put Options Held
1K
View Full List

About ISHARES TR

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