True Wealth Advisors, LLC Ishares Tr Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$270.07 - $286.44 $185,268 - $196,497	-686 Reduced 43.67%	885 $239,000
Q2 2023 Jul 31, 2023	SELL	$267.13 - $285.74 $1.13 Million - $1.21 Million	-4,228 Reduced 72.91%	1,571 $440,000
Q1 2023 Apr 19, 2023	SELL	$260.66 - $283.72 $376,393 - $409,691	-1,444 Reduced 19.94%	5,799 $1.58 Million
Q4 2022 Jan 23, 2023	SELL	$50.9 - $291.18 $31,507 - $180,240	-619 Reduced 7.87%	7,243 $0
Q3 2022 Oct 21, 2022	SELL	$50.54 - $281.89 $2,729 - $15,222	-54 Reduced 0.68%	7,862 $1.99 Million
Q2 2022 Jul 27, 2022	SELL	$249.77 - $300.0 $422,610 - $507,600	-1,692 Reduced 17.61%	7,916 $2.13 Million
Q1 2022 May 05, 2022	BUY	$266.13 - $297.6 $408,243 - $456,518	1,534 Added 19.0%	9,608 $2.89 Million
Q1 2022 May 04, 2022	SELL	$266.13 - $297.6 $408,243 - $456,518	-1,534 Reduced 15.97%	8,074 $2.2 Million
Q4 2021 Feb 02, 2022	BUY	$271.82 - $301.88 $27,725 - $30,791	102 Added 1.07%	9,608 $2.89 Million
Q3 2021 Oct 25, 2021	SELL	$275.57 - $296.34 $254,626 - $273,818	-924 Reduced 8.86%	9,506 $2.62 Million
Q2 2021 Jul 23, 2021	BUY	$251.53 - $273.61 $283,977 - $308,905	1,129 Added 12.14%	10,430 $2.85 Million
Q1 2021 Apr 22, 2021	BUY	$239.92 - $258.36 $993,268 - $1.07 Million	4,140 Added 80.22%	9,301 $2.35 Million
Q4 2020 Jan 25, 2021	BUY	$219.61 - $245.91 $1.13 Million - $1.27 Million	5,161 New	5,161 $1.32 Million

Others Institutions Holding IYH

# of Institutions

540

Shares Held

23.3M

Call Options Held

26K

Put Options Held

500

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.