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

Sc&H Financial Advisors, Inc.

$379 Million
Q1 2024

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 6,392 shares of IYE stock, worth $301,958. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,392

Previous 6,381 0.17%

Holding current value

$301,958

Previous $281,000 12.1%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$44.46 - $50.5 $711 - $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

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Account

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