Shira Ridge Wealth Management Ishares Tr Transaction History

Shira Ridge Wealth Management

  • $201 Billion
  • Q1 2025

A detailed history of Shira Ridge Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 10,459 shares of IYH stock, worth $612,479. This represents 0.32% of its overall portfolio holdings.

Number of Shares
10,459
Previous 12,187 14.18%
Holding current value
$612,479
Previous $710 Million 10.32%
% of portfolio
0.32%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$58.32 - $62.76 $100,776 - $108,449
-1,728 Reduced 14.18%
10,459 $637 Million
Q4 2024

Jan 13, 2025
BUY
$57.53 - $65.24 $12,656 - $14,352
220 Added 1.84%
12,187 $710 Million
Q3 2024

Oct 10, 2024
BUY
$60.29 - $66.38 $16,037 - $17,657
266 Added 2.27%
11,967 $778 Million
Q2 2024

Jul 11, 2024
SELL
$58.05 - $61.75 $23,103 - $24,576
-398 Reduced 3.29%
11,701 $717 Million
Q1 2024

Apr 18, 2024
BUY
$60.83 - $309.78 $583,603 - $2.97 Million
9,594 Added 382.99%
12,099 $749 Million
Q4 2023

Jan 10, 2024
BUY
$257.23 - $286.28 $4,372 - $4,866
17 Added 0.68%
2,505 $717 Million
Q3 2023

Oct 10, 2023
SELL
$270.07 - $286.44 $5,131 - $5,442
-19 Reduced 0.76%
2,488 $672 Million
Q2 2023

Jul 12, 2023
SELL
$267.13 - $285.74 $28,048 - $30,002
-105 Reduced 4.02%
2,507 $703 Million
Q1 2023

May 08, 2023
SELL
$260.66 - $283.72 $25,805 - $28,088
-99 Reduced 3.65%
2,612 $713 Million
Q4 2022

Jan 12, 2023
BUY
$50.9 - $291.18 $137,989 - $789,388
2,711 New
2,711 $769 Million

Others Institutions Holding IYH

# of Institutions
549
Shares Held
24.4M
Call Options Held
5.3K
Put Options Held
500
View Full List

About ISHARES TR

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