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 $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,297

Previous 19,462 4.29%

Holding current value

$1.2 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

552

Shares Held

23.6M

Call Options Held

26K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Tr Transaction History