Yhb Investment Advisors, Inc. Ishares Tr Transaction History

Yhb Investment Advisors, Inc.

$1.14 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$83.91 - $95.65 $163,624 - $186,517	1,950 New	1,950 $186,000
Q1 2023 May 08, 2023	BUY	$68.23 - $82.05 $1,705 - $2,051	25 Added 0.88%	2,875 $204,000
Q4 2022 Jan 12, 2023	SELL	$67.64 - $80.38 $10,822 - $12,860	-160 Reduced 5.32%	2,850 $0
Q1 2022 Apr 14, 2022	BUY	$78.62 - $91.32 $3,931 - $4,566	50 Added 1.69%	3,010 $254,000
Q4 2021 Jan 18, 2022	BUY	$83.02 - $90.24 $4,151 - $4,512	50 Added 1.72%	2,960 $257,000
Q1 2021 Apr 22, 2021	BUY	$65.2 - $76.35 $189,732 - $222,178	2,910 New	2,910 $228,000
Q2 2020 Jul 20, 2020	SELL	$45.62 - $62.0 $726,498 - $987,350	-15,925 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$41.18 - $71.71 $591,097 - $1.03 Million	14,354 Added 913.69%	15,925 $332,000
Q4 2019 Jan 27, 2020	BUY	$62.23 - $68.93 $97,763 - $108,289	1,571 New	1,571 $216,000

Others Institutions Holding IYF

# of Institutions

388

Shares Held

15.3M

Call Options Held

10.6K

Put Options Held

500

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.05M
Shares

$212 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.64M
Shares

$169 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.25M
Shares

$129 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$123 Million
1.81% of portfolio
Goldman Sachs Group Inc New York, NY

675K
Shares

$69.7 Million
0.01% of portfolio

About ISHARES TR

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