A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bellwether Advisors, LLC holds 376,352 shares of IYH stock, worth $23.4 Million. This represents 5.04% of its overall portfolio holdings.

Number of Shares
376,352
Previous 565,935 33.5%
Holding current value
$23.4 Million
Previous $35 Million 34.18%
% of portfolio
5.04%
Previous 7.99%

Shares

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

Jul 31, 2024

SELL
$58.05 - $61.75 $11 Million - $11.7 Million
-189,583 Reduced 33.5%
376,352 $23.1 Million
Q1 2024

May 06, 2024

BUY
$60.83 - $309.78 $27 Million - $137 Million
443,506 Added 362.26%
565,935 $35 Million
Q4 2023

Jan 12, 2024

BUY
$257.23 - $286.28 $7.06 Million - $7.86 Million
27,449 Added 28.9%
122,429 $35 Million
Q3 2023

Oct 27, 2023

BUY
$270.07 - $286.44 $25.7 Million - $27.2 Million
94,980 New
94,980 $25.7 Million

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Bellwether Advisors, LLC Portfolio

Follow Bellwether Advisors, 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 Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.