Big Sur Wealth Management LLC Ishares Tr Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 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 2,000 shares of IYH stock, worth $127,740. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,000
Previous 4,000 50.0%
Holding current value
$127,740
Previous $225,000 48.0%
% of portfolio
0.03%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$54.36 - $58.96 $108,720 - $117,920
-2,000 Reduced 50.0%
2,000 $117,000
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
549
Shares Held
23.6M
Call Options Held
5.5K
Put Options Held
4.4K
View Full List

About ISHARES TR

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