A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 14,620 shares of IYH stock, worth $874,860. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,620
Previous 14,695 0.51%
Holding current value
$874,860
Previous $900,000 5.56%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

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