W Advisors, LLC Ishares Tr Transaction History

W Advisors, LLC

$159 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	SELL	$257.23 - $286.28 $76,911 - $85,597	-299 Reduced 23.04%	999 $285,000
Q3 2023 Nov 13, 2023	SELL	$270.07 - $286.44 $129,093 - $136,918	-478 Reduced 26.91%	1,298 $350,000
Q2 2023 Aug 03, 2023	SELL	$267.13 - $285.74 $108,187 - $115,724	-405 Reduced 18.57%	1,776 $497,000
Q1 2023 Aug 07, 2023	BUY	$260.66 - $283.72 $1,563 - $1,702	6 Added 0.34%	1,782 $486,000
Q4 2022 Feb 06, 2023	BUY	$50.9 - $291.18 $28,096 - $160,731	552 Added 33.89%	2,181 $618,000
Q3 2022 Oct 24, 2022	SELL	$50.54 - $281.89 $39,016 - $217,619	-772 Reduced 32.15%	1,629 $412,000
Q2 2022 Aug 26, 2022	BUY	$249.77 - $300.0 $599,697 - $720,300	2,401 New	2,401 $646,000

Others Institutions Holding IYH

# of Institutions

540

Shares Held

23.3M

Call Options Held

26K

Put Options Held

500

About ISHARES TR

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