Wcg Wealth Advisors LLC Ishares Tr Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 15,005 shares of IYH stock, worth $958,369. This represents 0.06% of its overall portfolio holdings.

Number of Shares

15,005

Previous 14,855 1.01%

Holding current value

$958,369

Previous $839,000 5.01%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$54.36 - $58.96 $8,154 - $8,844	150 Added 1.01%	15,005 $881,000
Q2 2025 Aug 13, 2025	BUY	$53.97 - $60.17 $22,937 - $25,572	425 Added 2.95%	14,855 $839,000
Q1 2025 May 14, 2025	BUY	$58.32 - $62.76 $41,407 - $44,559	710 Added 5.17%	14,430 $879,000
Q4 2024 Feb 18, 2025	SELL	$57.53 - $65.24 $51,777 - $58,715	-900 Reduced 6.16%	13,720 $799,000
Q3 2024 Nov 13, 2024	SELL	$60.29 - $66.38 $4,521 - $4,978	-75 Reduced 0.51%	14,620 $950,000

Q2 2024 Aug 12, 2024	BUY	$58.05 - $61.75 $98,685 - $104,975	1,700 Added 13.08%	14,695 $900,000
Q1 2024 May 13, 2024	BUY	$60.83 - $309.78 $790,485 - $4.03 Million	12,995 New	12,995 $804,000

Others Institutions Holding IYH

# of Institutions

557

Shares Held

23.9M

Call Options Held

5.5K

Put Options Held

4.4K

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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Wcg Wealth Advisors LLC Ishares Tr Transaction History