Wealthsource Partners, LLC Ishares Tr Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,654 shares of IYH stock, worth $278,495. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,654

Previous 9,770 52.36%

Holding current value

$278,495

Previous $2.64 Million 49.51%

% of portfolio

0.09%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$257.23 - $286.28 $1.32 Million - $1.46 Million	-5,116 Reduced 52.36%	4,654 $1.33 Million
Q3 2023 Nov 09, 2023	SELL	$270.07 - $286.44 $129,633 - $137,491	-480 Reduced 4.68%	9,770 $2.64 Million
Q2 2023 Aug 14, 2023	BUY	$267.13 - $285.74 $9,082 - $9,715	34 Added 0.33%	10,250 $2.87 Million
Q1 2023 May 15, 2023	SELL	$260.66 - $283.72 $183,765 - $200,022	-705 Reduced 6.46%	10,216 $2.79 Million
Q4 2022 Feb 09, 2023	BUY	$50.9 - $291.18 $11,401 - $65,224	224 Added 2.09%	10,921 $3.1 Million
Q3 2022 Nov 14, 2022	BUY	$50.54 - $281.89 $487,357 - $2.72 Million	9,643 Added 914.9%	10,697 $2.71 Million
Q2 2022 Aug 10, 2022	BUY	$249.77 - $300.0 $36,965 - $44,400	148 Added 16.34%	1,054 $283,000
Q1 2022 May 09, 2022	BUY	$266.13 - $297.6 $241,113 - $269,625	906 New	906 $262,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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Industry ETFs

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Wealthsource Partners, LLC Ishares Tr Transaction History