Transform Wealth, LLC Ishares Tr Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$58.05 - $61.75 $66,118 - $70,333	-1,139 Reduced 11.04%	9,178 $562,000
Q1 2024 Apr 15, 2024	BUY	$60.83 - $309.78 $373,861 - $1.9 Million	6,146 Added 147.35%	10,317 $638,000
Q4 2023 Jan 18, 2024	SELL	$257.23 - $286.28 $226,105 - $251,640	-879 Reduced 17.41%	4,171 $1.19 Million
Q3 2023 Oct 10, 2023	BUY	$270.07 - $286.44 $54,014 - $57,288	200 Added 4.12%	5,050 $1.36 Million
Q2 2023 Jul 13, 2023	BUY	$267.13 - $285.74 $52,357 - $56,005	196 Added 4.21%	4,850 $1.36 Million
Q1 2023 Apr 14, 2023	BUY	$260.66 - $283.72 $24,241 - $26,385	93 Added 2.04%	4,654 $1.27 Million
Q4 2022 Jan 12, 2023	SELL	$50.9 - $291.18 $7,329 - $41,929	-144 Reduced 3.06%	4,561 $0
Q3 2022 Oct 21, 2022	BUY	$50.54 - $281.89 $7,126 - $39,746	141 Added 3.09%	4,705 $1.19 Million
Q2 2022 Jul 15, 2022	BUY	$249.77 - $300.0 $14,986 - $18,000	60 Added 1.33%	4,564 $1.23 Million
Q1 2022 Apr 25, 2022	BUY	$266.13 - $297.6 $1.2 Million - $1.34 Million	4,504 New	4,504 $1.3 Million
Q4 2020 Jan 20, 2021	SELL	$219.61 - $245.91 $607,880 - $680,678	-2,768 Closed	0 $0
Q3 2020 Oct 21, 2020	BUY	$217.29 - $234.25 $1,521 - $1,639	7 Added 0.25%	2,768 $629,000
Q2 2020 Jul 22, 2020	BUY	$180.66 - $222.47 $498,802 - $614,239	2,761 New	2,761 $595,000
Q2 2019 Jul 30, 2019	SELL	$180.7 - $197.36 $891,031 - $973,182	-4,931 Closed	0 $0
Q1 2019 Apr 12, 2019	BUY	$174.36 - $196.3 $402,074 - $452,667	2,306 Added 87.85%	4,931 $955,000
Q4 2018 Jan 30, 2019	BUY	$170.02 - $204.02 $6,630 - $7,956	39 Added 1.51%	2,625 $475,000
Q3 2018 Oct 25, 2018	BUY	$178.76 - $202.9 $31,283 - $35,507	175 Added 7.26%	2,586 $525,000
Q2 2018 Aug 03, 2018	BUY	$168.2 - $183.1 $21,866 - $23,803	130 Added 5.7%	2,411 $430,000
Q1 2018 May 03, 2018	SELL	$169.12 - $192.78 $3,213 - $3,662	-19 Reduced 0.83%	2,281 $394,000
Q4 2017 Feb 08, 2018	BUY	$170.03 - $176.73 $30,435 - $31,634	179 Added 8.44%	2,300 $401,000
Q3 2017 Oct 19, 2017	BUY	$170.7 - $171.86 $362,054 - $364,515	2,121	2,121 $365,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

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