Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 20,297 shares of IYH stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,297

Previous 19,462 4.29%

Holding current value

$1.21 Million

Previous $1.19 Million 10.65%

% of portfolio

0.01%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$60.29 - $66.38 $50,342 - $55,427	835 Added 4.29%	20,297 $1.32 Million
Q2 2024 Aug 08, 2024	BUY	$58.05 - $61.75 $523,843 - $557,232	9,024 Added 86.45%	19,462 $1.19 Million
Q1 2024 May 06, 2024	BUY	$60.83 - $309.78 $517,419 - $2.63 Million	8,506 Added 440.27%	10,438 $646,000
Q4 2023 Feb 06, 2024	BUY	$257.23 - $286.28 $2,057 - $2,290	8 Added 0.42%	1,932 $553,000
Q3 2023 Nov 06, 2023	BUY	$270.07 - $286.44 $161,231 - $171,004	597 Added 44.99%	1,924 $519,000
Q2 2023 Jul 31, 2023	BUY	$267.13 - $285.74 $11,219 - $12,001	42 Added 3.27%	1,327 $371,000
Q1 2023 May 09, 2023	SELL	$260.66 - $283.72 $1,824 - $1,986	-7 Reduced 0.54%	1,285 $350,000
Q4 2022 Feb 13, 2023	BUY	$50.9 - $291.18 $152 - $873	3 Added 0.23%	1,292 $366,000
Q3 2022 Nov 14, 2022	SELL	$50.54 - $281.89 $353 - $1,973	-7 Reduced 0.54%	1,289 $326,000
Q2 2022 Aug 09, 2022	SELL	$249.77 - $300.0 $21,979 - $26,400	-88 Reduced 6.36%	1,296 $349,000
Q1 2022 May 09, 2022	BUY	$266.13 - $297.6 $532 - $595	2 Added 0.14%	1,384 $400,000
Q4 2021 Feb 14, 2022	SELL	$271.82 - $301.88 $1,902 - $2,113	-7 Reduced 0.5%	1,382 $415,000
Q3 2021 Nov 15, 2021	BUY	$275.57 - $296.34 $82,395 - $88,605	299 Added 27.43%	1,389 $383,000
Q2 2021 Aug 13, 2021	SELL	$251.53 - $273.61 $88,287 - $96,037	-351 Reduced 24.36%	1,090 $298,000
Q1 2021 May 17, 2021	BUY	$239.92 - $258.36 $76,774 - $82,675	320 Added 28.55%	1,441 $364,000
Q4 2020 Feb 16, 2021	BUY	$219.61 - $245.91 $246,182 - $275,665	1,121 New	1,121 $276,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Ishares Tr Transaction History