Vsm Wealth Advisory, LLC Ishares Tr Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 380 shares of IYH stock, worth $23,491. This represents 0.01% of its overall portfolio holdings.

Number of Shares

380

Holding current value

$23,491

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$57.53 - $65.24 $21,861 - $24,791	380 New	380 $22.1 Million

Others Institutions Holding IYH

# of Institutions

538

Shares Held

24.3M

Call Options Held

25.8K

Put Options Held

500

Morgan Stanley New York, NY

2.17M
Shares

$134 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.75M
Shares

$108 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.59M
Shares

$98.1 Million
0.04% of portfolio
Ubs Group Ag

1.48M
Shares

$91.3 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

1.29M
Shares

$80 Million
0.06% of portfolio

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 Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.

Account

Vsm Wealth Advisory, LLC Ishares Tr Transaction History