Worth Financial Advisory Group, LLC Ishares Tr Transaction History

Worth Financial Advisory Group, LLC

$170 Billion
Q3 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 16,551 shares of IYH stock, worth $990,411. This represents 0.63% of its overall portfolio holdings.

Number of Shares

16,551

Previous 16,498 0.32%

Holding current value

$990,411

Previous $1.01 Billion 6.43%

% of portfolio

0.63%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$60.29 - $66.38 $3,195 - $3,518	53 Added 0.32%	16,551 $1.08 Billion
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	$50.9 - $291.18 $174,332 - $997,291	3,425 New	3,425 $972 Million

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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Worth Financial Advisory Group, LLC Ishares Tr Transaction History