Continuum Advisory, LLC Ishares Tr Transaction History

Continuum Advisory, LLC

$760 Million
Q4 2024

A detailed history of Continuum Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Continuum Advisory, LLC holds 87 shares of IHE stock, worth $5,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 87 -0.0%

Holding current value

$5,636

Previous $6,000 16.67%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$66.67 - $208.65 $5,800 - $18,152	87 New	87 $5,000

Others Institutions Holding IHE

# of Institutions

163

Shares Held

5.53M

Call Options Held

100

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.23M
Shares

$209 Million
0.09% of portfolio
Morgan Stanley New York, NY

381K
Shares

$24.7 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

189K
Shares

$12.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

164K
Shares

$10.6 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

102K
Shares

$6.59 Million
0.0% of portfolio

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About ISHARES TR

Ticker IHE
Sector ETFs
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Continuum Advisory, LLC Ishares Tr Transaction History