Morris Retirement Advisors, LLC Ishares Tr Transaction History

Morris Retirement Advisors, LLC

$180 Million
Q3 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 8,431 shares of IYH stock, worth $497,850. This represents 0.3% of its overall portfolio holdings.

Number of Shares

8,431

Previous 8,416 0.18%

Holding current value

$497,850

Previous $515,000 6.41%

% of portfolio

0.3%

Previous 0.3%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$60.29 - $66.38 $904 - $995	15 Added 0.18%	8,431 $548,000
Q2 2024 Aug 06, 2024	BUY	$58.05 - $61.75 $348 - $370	6 Added 0.07%	8,416 $515,000
Q1 2024 May 03, 2024	BUY	$60.83 - $309.78 $401,842 - $2.05 Million	6,606 Added 366.19%	8,410 $520,000
Q4 2023 Feb 12, 2024	SELL	$257.23 - $286.28 $2.53 Million - $2.81 Million	-9,829 Reduced 84.49%	1,804 $516,000
Q3 2023 Nov 08, 2023	BUY	$270.07 - $286.44 $96,414 - $102,259	357 Added 3.17%	11,633 $3.14 Million
Q2 2023 Jul 17, 2023	SELL	$267.13 - $285.74 $349,138 - $373,462	-1,307 Reduced 10.39%	11,276 $3.16 Million
Q1 2023 Apr 13, 2023	BUY	$260.66 - $283.72 $63,079 - $68,660	242 Added 1.96%	12,583 $3.44 Million
Q4 2022 Feb 02, 2023	BUY	$50.9 - $291.18 $397,223 - $2.27 Million	7,804 Added 172.01%	12,341 $3.5 Million
Q3 2022 Oct 14, 2022	BUY	$50.54 - $281.89 $143,129 - $798,312	2,832 Added 166.1%	4,537 $1.16 Million
Q2 2022 Aug 08, 2022	BUY	$249.77 - $300.0 $249 - $300	1 Added 0.06%	1,705 $458,000
Q1 2022 May 10, 2022	BUY	$266.13 - $297.6 $266 - $297	1 Added 0.06%	1,704 $492,000
Q4 2021 Feb 02, 2022	SELL	$271.82 - $301.88 $38,598 - $42,866	-142 Reduced 7.7%	1,703 $512,000
Q2 2021 Jul 29, 2021	SELL	$251.53 - $273.61 $16,600 - $18,058	-66 Reduced 3.45%	1,845 $503,000
Q1 2021 May 04, 2021	SELL	$239.92 - $258.36 $3,118 - $3,358	-13 Reduced 0.68%	1,911 $482,000
Q4 2020 Feb 01, 2021	BUY	$219.61 - $245.91 $422,529 - $473,130	1,924 New	1,924 $473,000

Others Institutions Holding IYH

# of Institutions

552

Shares Held

23.6M

Call Options Held

26K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IYH
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Morris Retirement Advisors, LLC Ishares Tr Transaction History