Worth Financial Advisory Group, LLC Ishares Tr Transaction History

Worth Financial Advisory Group, LLC

$152 Billion
Q2 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 16,498 shares of IYH stock, worth $1.08 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

16,498

Previous 15,722 4.94%

Holding current value

$1.08 Million

Previous $973 Million 3.87%

% of portfolio

0.66%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$58.05 - $61.75 $45,046 - $47,918	776 Added 4.94%	16,498 $1.01 Billion
Q1 2024 Apr 30, 2024	BUY	$60.83 - $309.78 $762,747 - $3.88 Million	12,539 Added 393.94%	15,722 $973 Million
Q4 2023 Jan 19, 2024	SELL	$257.23 - $286.28 $17,234 - $19,180	-67 Reduced 2.06%	3,183 $911 Million
Q3 2023 Oct 13, 2023	BUY	$270.07 - $286.44 $18,634 - $19,764	69 Added 2.17%	3,250 $878 Million
Q2 2023 Jul 28, 2023	SELL	$267.13 - $285.74 $77,734 - $83,150	-291 Reduced 8.38%	3,181 $891 Million
Q1 2023 Apr 19, 2023	BUY	$260.66 - $283.72 $12,251 - $13,334	47 Added 1.37%	3,472 $948 Million
Q4 2022 Feb 13, 2023	BUY	$269.55 - $291.18 $923,208 - $997,291	3,425 New	3,425 $972 Million

Others Institutions Holding IYH

# of Institutions

532

Shares Held

24M

Call Options Held

30K

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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Account

Worth Financial Advisory Group, LLC Ishares Tr Transaction History