Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 215 shares of IYH stock, worth $14,127. This represents 0.0% of its overall portfolio holdings.

Number of Shares
215
Previous 220 2.27%
Holding current value
$14,127
Previous $13,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$58.05 - $61.75 $290 - $308
-5 Reduced 2.27%
215 $13,000
Q1 2024

Jul 31, 2024
BUY
$60.83 - $309.78 $13,382 - $68,151
220 New
220 $13,000
Q3 2023

Aug 01, 2024
BUY
$270.07 - $286.44 $3,510 - $3,723
13 Added 8.28%
170 $45.9 Million
Q2 2023

Aug 01, 2024
SELL
$267.13 - $285.74 $15,493 - $16,572
-58 Reduced 26.98%
157 $44 Million
Q1 2023

Aug 01, 2024
SELL
$260.66 - $283.72 $24,502 - $26,669
-94 Reduced 43.72%
121 $33 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

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email