Wcg Wealth Advisors LLC Ishares Tr Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 14,855 shares of IYH stock, worth $891,597. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,855

Previous 14,430 2.95%

Holding current value

$891,597

Previous $878,000 4.44%

% of portfolio

0.06%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$53.97 - $60.17 $22,937 - $25,572	425 Added 2.95%	14,855 $839,000
Q1 2025 May 14, 2025	BUY	$58.32 - $62.76 $41,407 - $44,559	710 Added 5.17%	14,430 $879,000
Q4 2024 Feb 18, 2025	SELL	$57.53 - $65.24 $51,777 - $58,715	-900 Reduced 6.16%	13,720 $799,000
Q3 2024 Nov 13, 2024	SELL	$60.29 - $66.38 $4,521 - $4,978	-75 Reduced 0.51%	14,620 $950,000
Q2 2024 Aug 12, 2024	BUY	$58.05 - $61.75 $98,685 - $104,975	1,700 Added 13.08%	14,695 $900,000
Q1 2024 May 13, 2024	BUY	$60.83 - $309.78 $790,485 - $4.03 Million	12,995 New	12,995 $804,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

24.5M

Call Options Held

4.9K

Put Options Held

200

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Ishares Tr Transaction History