Morris Retirement Advisors, LLC Inv Act Mgd Ex Trd Fd Tr Transaction History

Morris Retirement Advisors, LLC

  • $234 Million
  • Q4 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 10,529 shares of IHYF stock, worth $232,901. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,529
Previous 17,044 38.22%
Holding current value
$232,901
Previous $377,000 38.46%
% of portfolio
0.1%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
N/A
-6,515 Reduced 38.22%
10,529 $232,000
Q3 2025

Nov 07, 2025
BUY
N/A
27 Added 0.16%
17,044 $377,000
Q2 2025

Jul 08, 2025
SELL
N/A
-545,364 Reduced 96.97%
17,017 $376,000
Q1 2025

Apr 10, 2025
BUY
N/A
30,946 Added 5.82%
562,381 $12.4 Million
Q4 2024

Jan 13, 2025
BUY
N/A
26,134 Added 5.17%
531,435 $11.8 Million
Q3 2024

Oct 03, 2024
BUY
$22.12 - $22.12 $377,654 - $377,654
17,073 Added 3.5%
505,301 $11.2 Million
Q2 2024

Aug 06, 2024
BUY
$21.84 - $22.31 $10.7 Million - $10.9 Million
488,228 New
488,228 $10.8 Million

Others Institutions Holding IHYF

# of Institutions
13
Shares Held
4.14M
Call Options Held
0
Put Options Held
0
View Full List

About INV ACT MGD EX-TRD FD TR

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