A detailed history of Waterway Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 7,011 shares of IYH stock, worth $426,128. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,011
Previous 1,398 401.5%
Holding current value
$426,128
Previous $400 Million 8.42%
% of portfolio
0.19%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$60.83 - $309.78 $341,438 - $1.74 Million
5,613 Added 401.5%
7,011 $434 Million
Q4 2023

Jan 17, 2024

BUY
$257.23 - $286.28 $359,607 - $400,219
1,398 New
1,398 $400 Million

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Waterway Wealth Management, LLC Portfolio

Follow Waterway Wealth Management, 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 Waterway Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterway Wealth Management, LLC with notifications on news.