Worth Financial Advisory Group, LLC Ishares Tr Transaction History

Worth Financial Advisory Group, LLC

$162 Billion
Q4 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 15,447 shares of IYH stock, worth $950,917. This represents 0.55% of its overall portfolio holdings.

Number of Shares

15,447

Previous 16,551 6.67%

Holding current value

$950,917

Previous $1.08 Billion 16.33%

% of portfolio

0.55%

Previous 0.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$57.53 - $65.24 $63,513 - $72,024	-1,104 Reduced 6.67%	15,447 $900 Million
Q3 2024 Oct 24, 2024	BUY	$60.29 - $66.38 $3,195 - $3,518	53 Added 0.32%	16,551 $1.08 Billion
Q2 2024 Jul 26, 2024	BUY	$58.05 - $61.75 $45,046 - $47,918	776 Added 4.94%	16,498 $1.01 Billion
Q1 2024 Apr 30, 2024	BUY	$60.83 - $309.78 $762,747 - $3.88 Million	12,539 Added 393.94%	15,722 $973 Million
Q4 2023 Jan 19, 2024	SELL	$257.23 - $286.28 $17,234 - $19,180	-67 Reduced 2.06%	3,183 $911 Million
Q3 2023 Oct 13, 2023	BUY	$270.07 - $286.44 $18,634 - $19,764	69 Added 2.17%	3,250 $878 Million
Q2 2023 Jul 28, 2023	SELL	$267.13 - $285.74 $77,734 - $83,150	-291 Reduced 8.38%	3,181 $891 Million
Q1 2023 Apr 19, 2023	BUY	$260.66 - $283.72 $12,251 - $13,334	47 Added 1.37%	3,472 $948 Million
Q4 2022 Feb 13, 2023	BUY	$50.9 - $291.18 $174,332 - $997,291	3,425 New	3,425 $972 Million

Others Institutions Holding IYH

# of Institutions

547

Shares Held

24.2M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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Worth Financial Advisory Group, LLC Ishares Tr Transaction History