Big Sur Wealth Management LLC Ishares Tr Transaction History

Big Sur Wealth Management LLC

  • $356 Million
  • Q1 2025

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 4,000 shares of IYH stock, worth $224,760. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$224,760
Previous $233,000 4.29%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$60.29 - $66.38 $120,580 - $132,760
2,000 Added 100.0%
4,000 $260,000
Q1 2024

May 21, 2024
BUY
$60.83 - $309.78 $97,328 - $495,647
1,600 Added 400.0%
2,000 $123,000
Q4 2023

Feb 12, 2024
BUY
$257.23 - $286.28 $102,892 - $114,511
400 New
400 $114,000

Others Institutions Holding IYH

# of Institutions
553
Shares Held
24.5M
Call Options Held
5.3K
Put Options Held
500
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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