A detailed history of Caldwell Trust CO transactions in Ishares Tr stock. As of the latest transaction made, Caldwell Trust CO holds 2,720 shares of IYH stock, worth $173,726. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,720
Previous 2,720 -0.0%
Holding current value
$173,726
Previous $154 Million 3.97%
% of portfolio
0.01%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$53.97 - $60.17 $146,798 - $163,662
2,720 New
2,720 $154 Million
Q1 2025

Sep 23, 2025

BUY
$58.32 - $62.76 $29,160 - $31,380
500 Added 18.38%
3,220 $196 Million
Q2 2024

Sep 24, 2025

SELL
$58.05 - $61.75 $38,893 - $41,372
-670 Reduced 17.22%
3,220 $197 Million
Q1 2024

Sep 24, 2025

BUY
$60.83 - $309.78 $71,171 - $362,442
1,170 Added 43.01%
3,890 $241 Million
Q3 2023

Oct 01, 2025

SELL
$270.07 - $286.44 $4,051 - $4,296
-15 Reduced 1.56%
944 $255 Million
Q1 2023

Oct 01, 2025

SELL
$260.66 - $283.72 $459,022 - $499,630
-1,761 Reduced 64.74%
959 $262 Million
Q4 2022

Oct 01, 2025

SELL
$50.9 - $291.18 $5,090 - $29,118
-100 Reduced 9.44%
959 $272 Million
Q3 2022

Oct 01, 2025

SELL
$50.54 - $281.89 $83,946 - $468,219
-1,661 Reduced 61.07%
1,059 $268 Million
Q1 2022

Oct 01, 2025

SELL
$266.13 - $297.6 $442,041 - $494,313
-1,661 Reduced 61.07%
1,059 $306 Million
Q1 2021

Oct 02, 2025

SELL
$239.92 - $258.36 $398,507 - $429,135
-1,661 Reduced 61.07%
1,059 $267 Million
Q4 2020

Oct 02, 2025

SELL
$219.61 - $245.91 $234,104 - $262,140
-1,066 Reduced 39.19%
1,654 $407 Million
Q3 2020

Oct 02, 2025

BUY
$217.29 - $234.25 $57,581 - $62,076
265 Added 33.38%
1,059 $241 Million
Q1 2020

Oct 02, 2025

SELL
$158.63 - $221.56 $305,521 - $426,724
-1,926 Reduced 70.81%
794 $149 Million
Q4 2019

Oct 06, 2025

SELL
$184.36 - $217.02 $355,077 - $417,980
-1,926 Reduced 70.81%
794 $171 Million

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
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