Shira Ridge Wealth Management Ishares Tr Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 12,187 shares of IYH stock, worth $749,987. This represents 0.35% of its overall portfolio holdings.

Number of Shares

12,187

Previous 11,967 1.84%

Holding current value

$749,987

Previous $778 Million 8.71%

% of portfolio

0.35%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

546

Shares Held

24.2M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Shira Ridge Wealth Management Ishares Tr Transaction History