Iht Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,292 shares of IYLD stock, worth $262,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,292
Previous 12,292 -0.0%
Holding current value
$262,925
Previous $255,000 2.35%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$19.19 - $20.76 $7,695 - $8,324
-401 Reduced 3.16%
12,292 $255,000
Q1 2025

May 15, 2025
SELL
$19.42 - $20.31 $18,293 - $19,132
-942 Reduced 6.91%
12,693 $254,000
Q4 2024

Feb 14, 2025
SELL
$19.48 - $20.66 $216,052 - $229,140
-11,091 Reduced 44.86%
13,635 $265,000
Q3 2024

Nov 14, 2024
BUY
$19.72 - $20.73 $222,421 - $233,813
11,279 Added 83.88%
24,726 $510,000
Q1 2024

May 15, 2024
BUY
$19.46 - $19.93 $23,643 - $24,214
1,215 Added 9.93%
13,447 $267,000
Q4 2023

Feb 14, 2024
BUY
$18.43 - $20.12 $6,045 - $6,599
328 Added 2.76%
12,232 $246,000
Q3 2023

Nov 14, 2023
SELL
$18.96 - $19.68 $3,109 - $3,227
-164 Reduced 1.36%
11,904 $226,000
Q2 2023

Aug 14, 2023
BUY
$18.84 - $19.52 $9,250 - $9,584
491 Added 4.24%
12,068 $235,000
Q1 2023

May 15, 2023
BUY
$18.75 - $20.3 $21,056 - $22,796
1,123 Added 10.74%
11,577 $222,000
Q4 2022

Feb 14, 2023
SELL
$18.04 - $19.73 $5,412 - $5,919
-300 Reduced 2.79%
10,454 $198,000
Q3 2022

Nov 22, 2022
BUY
$18.36 - $20.67 $197,443 - $222,285
10,754 New
10,754 $197,000

Others Institutions Holding IYLD

# of Institutions
60
Shares Held
1.53M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

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