Iht Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

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 13,635 shares of IYLD stock, worth $274,199. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,635

Previous 24,726 44.86%

Holding current value

$274,199

Previous $510,000 48.04%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.74M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES MORNINGSTAR

Ticker IYLD
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History