Bellwether Advisors, LLC Ishares Tr Transaction History

Bellwether Advisors, LLC

$542 Million
Q4 2024

A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bellwether Advisors, LLC holds 13,486 shares of IYH stock, worth $830,198. This represents 0.14% of its overall portfolio holdings.

Number of Shares

13,486

Previous 274,733 95.09%

Holding current value

$830,198

Previous $17.9 Million 95.6%

% of portfolio

0.14%

Previous 3.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$57.53 - $65.24 $15 Million - $17 Million	-261,247 Reduced 95.09%	13,486 $785,000
Q3 2024 Nov 08, 2024	SELL	$60.29 - $66.38 $6.13 Million - $6.75 Million	-101,619 Reduced 27.0%	274,733 $17.9 Million
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

# of Institutions

546

Shares Held

24.2M

Call Options Held

5.3K

Put Options Held

500

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

News

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

Account

Bellwether Advisors, LLC Ishares Tr Transaction History