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

Sc&H Financial Advisors, Inc.

$447 Million
Q3 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 5,653 shares of IYE stock, worth $281,236. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,653

Previous 6,405 11.74%

Holding current value

$281,236

Previous $307,000 14.98%

% of portfolio

0.06%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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