Wade Financial Advisory, Inc Ishares Tr Transaction History

Wade Financial Advisory, Inc

$296 Million
Q3 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Tr stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 3,225 shares of IYH stock, worth $190,017. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,225

Holding current value

$190,017

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$60.29 - $66.38 $194,435 - $214,075	3,225 New	3,225 $209,000

Others Institutions Holding IYH

# of Institutions

552

Shares Held

23.6M

Call Options Held

26K

Put Options Held

500

Morgan Stanley New York, NY

2.17M
Shares

$128 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.75M
Shares

$103 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.6M
Shares

$94.5 Million
0.05% of portfolio
Ubs Group Ag

1.48M
Shares

$87 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

1.18M
Shares

$69.4 Million
0.07% of portfolio

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About ISHARES TR

Ticker IYH
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Wade Financial Advisory, Inc Ishares Tr Transaction History