Joseph P. Lucia & Associates, LLC Ishares Tr Transaction History

Joseph P. Lucia & Associates, LLC

$186 Million
Q3 2024

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Ishares Tr stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 3,241 shares of IYH stock, worth $191,381. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,241

Previous 3,320 2.38%

Holding current value

$191,381

Previous $203,000 3.45%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$60.29 - $66.38 $4,762 - $5,244	-79 Reduced 2.38%	3,241 $210,000
Q2 2024 Jul 24, 2024	BUY	$58.05 - $61.75 $192,726 - $205,010	3,320 New	3,320 $203,000
Q1 2022 Apr 19, 2022	BUY	$266.13 - $297.6 $46,572 - $52,080	175 New	175 $51,000
Q4 2021 Feb 04, 2022	SELL	$271.82 - $301.88 $47,568 - $52,829	-175 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$219.61 - $245.91 $38,431 - $43,034	175 New	175 $43,000
Q3 2020 Oct 20, 2020	SELL	$217.29 - $234.25 $38,025 - $40,993	-175 Closed	0 $0
Q2 2019 Jul 23, 2019	SELL	$180.7 - $197.36 $6.12 Million - $6.68 Million	-33,843 Reduced 99.49%	175 $34,000
Q1 2019 May 02, 2019	BUY	$174.36 - $196.3 $5.93 Million - $6.68 Million	34,018 New	34,018 $175,000

Others Institutions Holding IYH

# of Institutions

552

Shares Held

23.6M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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Joseph P. Lucia & Associates, LLC Ishares Tr Transaction History