Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 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 205 shares of IYH stock, worth $12,455. This represents 0.0% of its overall portfolio holdings.

Number of Shares

205

Previous 215 4.65%

Holding current value

$12,455

Previous $13,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$60.29 - $66.38 $602 - $663	-10 Reduced 4.65%	205 $13,000
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
Q4 2022 Oct 10, 2024	BUY	$50.9 - $291.18 $1,170 - $6,697	23 Added 37.7%	84 $23.8 Million
Q3 2022 Oct 10, 2024	SELL	$50.54 - $281.89 $7,783 - $43,411	-154 Reduced 71.63%	61 $15.4 Million
Q2 2022 Oct 17, 2024	SELL	$249.77 - $300.0 $8,242 - $9,900	-33 Closed	0 $0
Q1 2022 Oct 17, 2024	SELL	$266.13 - $297.6 $45,774 - $51,187	-172 Reduced 83.9%	33 $9.61 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
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Ishares Tr Transaction History