Great Valley Advisor Group, Inc. Ishares Tr Transaction History

Great Valley Advisor Group, Inc.

$4.07 Billion
Q4 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 17,101 shares of IYH stock, worth $978,519. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,101

Previous 17,714 3.46%

Holding current value

$978,519

Previous $1.15 Million 13.47%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	SELL	$57.53 - $65.24 $35,265 - $39,992	-613 Reduced 3.46%	17,101 $996,000
Q3 2024 Nov 12, 2024	BUY	$60.29 - $66.38 $113,224 - $124,661	1,878 Added 11.86%	17,714 $1.15 Million
Q2 2024 Jul 16, 2024	BUY	$58.05 - $61.75 $2,438 - $2,593	42 Added 0.27%	15,836 $970,000
Q1 2024 May 03, 2024	BUY	$60.83 - $309.78 $823,699 - $4.19 Million	13,541 Added 601.02%	15,794 $977,000
Q4 2023 Feb 05, 2024	SELL	$257.23 - $286.28 $59,420 - $66,130	-231 Reduced 9.3%	2,253 $644,000
Q3 2023 Nov 06, 2023	BUY	$270.07 - $286.44 $1,350 - $1,432	5 Added 0.2%	2,484 $670,000
Q2 2023 Aug 10, 2023	SELL	$267.13 - $285.74 $20,836 - $22,287	-78 Reduced 3.05%	2,479 $694,000
Q1 2023 May 02, 2023	BUY	$260.66 - $283.72 $1,824 - $1,986	7 Added 0.27%	2,557 $698,000
Q4 2022 Jan 31, 2023	BUY	$50.9 - $291.18 $4,021 - $23,003	79 Added 3.2%	2,550 $723,000
Q3 2022 Oct 21, 2022	BUY	$50.54 - $281.89 $960 - $5,355	19 Added 0.77%	2,471 $625,000
Q2 2022 Jul 19, 2022	BUY	$249.77 - $300.0 $72,932 - $87,600	292 Added 13.52%	2,452 $659,000
Q1 2022 Apr 20, 2022	BUY	$266.13 - $297.6 $9,314 - $10,416	35 Added 1.65%	2,160 $624,000
Q4 2021 Feb 10, 2022	BUY	$271.82 - $301.88 $17,668 - $19,622	65 Added 3.16%	2,125 $638,000
Q3 2021 Oct 14, 2021	BUY	$275.57 - $296.34 $67,790 - $72,899	246 Added 13.56%	2,060 $568,000
Q2 2021 Jul 27, 2021	BUY	$251.53 - $273.61 $456,275 - $496,328	1,814 New	1,814 $495,000

Others Institutions Holding IYH

# of Institutions

554

Shares Held

24.5M

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 Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Ishares Tr Transaction History