Vishria Bird Financial Group, LLC Ishares Tr Transaction History

Vishria Bird Financial Group, LLC

$285 Million
Q4 2024

A detailed history of Vishria Bird Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 39,857 shares of IYH stock, worth $2.43 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

39,857

Previous 40,400 1.34%

Holding current value

$2.43 Million

Previous $2.63 Million 11.58%

% of portfolio

0.81%

Previous 1.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$57.53 - $65.24 $31,238 - $35,425	-543 Reduced 1.34%	39,857 $2.32 Million
Q2 2024 Jul 23, 2024	SELL	$58.05 - $61.75 $11,029 - $11,732	-190 Reduced 0.47%	40,400 $2.48 Million
Q1 2024 Apr 22, 2024	BUY	$60.83 - $309.78 $1.99 Million - $10.1 Million	32,671 Added 412.56%	40,590 $2.51 Million
Q4 2023 Jan 25, 2024	SELL	$257.23 - $286.28 $2,057 - $2,290	-8 Reduced 0.1%	7,919 $2.27 Million
Q2 2023 Jul 19, 2023	SELL	$267.13 - $285.74 $82,810 - $88,579	-310 Reduced 3.76%	7,927 $2.22 Million
Q4 2022 Feb 01, 2023	SELL	$50.9 - $291.18 $5,039 - $28,826	-99 Reduced 1.19%	8,237 $2.34 Million
Q3 2022 Oct 27, 2022	BUY	$50.54 - $281.89 $1,263 - $7,047	25 Added 0.3%	8,336 $2.11 Million
Q2 2022 Aug 04, 2022	BUY	$249.77 - $300.0 $2.08 Million - $2.49 Million	8,311 New	8,311 $2.24 Million

Others Institutions Holding IYH

# of Institutions

540

Shares Held

23.3M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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Vishria Bird Financial Group, LLC Ishares Tr Transaction History