Wealthsource Partners, LLC Ishares Tr Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,654 shares of IYH stock, worth $297,250. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,654

Previous 9,770 52.36%

Holding current value

$297,250

Previous $2.64 Million 49.51%

% of portfolio

0.09%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$257.23 - $286.28 $1.32 Million - $1.46 Million	-5,116 Reduced 52.36%	4,654 $1.33 Million
Q3 2023 Nov 09, 2023	SELL	$270.07 - $286.44 $129,633 - $137,491	-480 Reduced 4.68%	9,770 $2.64 Million
Q2 2023 Aug 14, 2023	BUY	$267.13 - $285.74 $9,082 - $9,715	34 Added 0.33%	10,250 $2.87 Million
Q1 2023 May 15, 2023	SELL	$260.66 - $283.72 $183,765 - $200,022	-705 Reduced 6.46%	10,216 $2.79 Million
Q4 2022 Feb 09, 2023	BUY	$50.9 - $291.18 $11,401 - $65,224	224 Added 2.09%	10,921 $3.1 Million

Q3 2022 Nov 14, 2022	BUY	$50.54 - $281.89 $487,357 - $2.72 Million	9,643 Added 914.9%	10,697 $2.71 Million
Q2 2022 Aug 10, 2022	BUY	$249.77 - $300.0 $36,965 - $44,400	148 Added 16.34%	1,054 $283,000
Q1 2022 May 09, 2022	BUY	$266.13 - $297.6 $241,113 - $269,625	906 New	906 $262,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.6M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Account

Wealthsource Partners, LLC Ishares Tr Transaction History