Creative One Wealth, LLC Ishares Tr Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 5,490 shares of IYH stock, worth $350,646. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,490
Previous 5,738 4.32%
Holding current value
$350,646
Previous $324,000 0.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$54.36 - $58.96 $13,481 - $14,622
-248 Reduced 4.32%
5,490 $322,000
Q2 2025

Aug 12, 2025
SELL
$53.97 - $60.17 $132,118 - $147,296
-2,448 Reduced 29.9%
5,738 $324,000
Q1 2025

May 14, 2025
SELL
$58.32 - $62.76 $131,394 - $141,398
-2,253 Reduced 21.58%
8,186 $498,000
Q4 2024

Feb 13, 2025
BUY
$57.53 - $65.24 $38,660 - $43,841
672 Added 6.88%
10,439 $608,000
Q3 2024

Nov 13, 2024
BUY
$60.29 - $66.38 $290,778 - $320,150
4,823 Added 97.55%
9,767 $634,000
Q2 2024

Aug 14, 2024
SELL
$58.05 - $61.75 $289,263 - $307,700
-4,983 Reduced 50.2%
4,944 $303,000
Q1 2024

May 14, 2024
BUY
$60.83 - $309.78 $553,066 - $2.82 Million
9,092 Added 1088.86%
9,927 $614,000
Q4 2023

Feb 09, 2024
SELL
$257.23 - $286.28 $205,269 - $228,451
-798 Reduced 48.87%
835 $239,000
Q3 2023

Oct 17, 2023
SELL
$270.07 - $286.44 $13,773 - $14,608
-51 Reduced 3.03%
1,633 $441,000
Q2 2023

Aug 16, 2023
BUY
$267.13 - $285.74 $449,846 - $481,186
1,684 New
1,684 $472,000
Q1 2023

May 15, 2023
BUY
$260.66 - $283.72 $119,121 - $129,660
457 Added 43.4%
1,510 $412,000
Q4 2022

Feb 14, 2023
BUY
$50.9 - $291.18 $3,155 - $18,053
62 Added 6.26%
1,053 $299,000
Q3 2022

Nov 14, 2022
BUY
$50.54 - $281.89 $50,085 - $279,352
991 New
991 $250,000
Q1 2022

May 13, 2022
SELL
$266.13 - $297.6 $188,686 - $210,998
-709 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$271.82 - $301.88 $192,720 - $214,032
709 New
709 $213,000

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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email