Stratos Wealth Advisors, LLC Ishares Tr Transaction History

Stratos Wealth Advisors, LLC

  • $1.75 Billion
  • Q1 2025

A detailed history of Stratos Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 3,286 shares of IHE stock, worth $213,885. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,286
Previous 8,500 61.34%
Holding current value
$213,885
Previous $558,000 58.6%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Apr 30, 2025
SELL
$65.36 - $72.85 $340,787 - $379,839
-5,214 Reduced 61.34%
3,286 $231,000
Q4 2024

Jan 27, 2025
BUY
$65.15 - $71.86 $323,339 - $356,641
4,963 Added 140.32%
8,500 $558,000
Q3 2024

Oct 17, 2024
BUY
$65.61 - $72.86 $232,062 - $257,705
3,537 New
3,537 $249,000
Q1 2024

Apr 16, 2024
BUY
$66.67 - $208.65 $231,011 - $722,972
3,465 New
3,465 $235,000
Q3 2023

Oct 24, 2023
BUY
$173.7 - $191.47 $323,603 - $356,708
1,863 New
1,863 $329,000

Others Institutions Holding IHE

# of Institutions
165
Shares Held
5.04M
Call Options Held
3K
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
Track This Portfolio

Track Stratos Wealth Advisors, LLC Portfolio

Follow Stratos Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email