Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 125 shares of IYH stock, worth $7,983. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125
Previous 205 39.02%
Holding current value
$7,983
Previous $13,000 46.15%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$57.53 - $65.24 $4,602 - $5,219
-80 Reduced 39.02%
125 $7,000
Q3 2024

Oct 17, 2024
SELL
$60.29 - $66.38 $602 - $663
-10 Reduced 4.65%
205 $13,000
Q2 2024

Jul 31, 2024
SELL
$58.05 - $61.75 $290 - $308
-5 Reduced 2.27%
215 $13,000
Q1 2024

Jul 31, 2024
BUY
$60.83 - $309.78 $13,382 - $68,151
220 New
220 $13,000
Q3 2023

Aug 01, 2024
BUY
$270.07 - $286.44 $3,510 - $3,723
13 Added 8.28%
170 $45.9 Million
Q2 2023

Aug 01, 2024
SELL
$267.13 - $285.74 $15,493 - $16,572
-58 Reduced 26.98%
157 $44 Million
Q1 2023

Aug 01, 2024
SELL
$260.66 - $283.72 $24,502 - $26,669
-94 Reduced 43.72%
121 $33 Million
Q4 2022

Oct 10, 2024
BUY
$50.9 - $291.18 $1,170 - $6,697
23 Added 37.7%
84 $23.8 Million
Q3 2022

Oct 10, 2024
SELL
$50.54 - $281.89 $7,783 - $43,411
-154 Reduced 71.63%
61 $15.4 Million
Q2 2022

Oct 17, 2024
SELL
$249.77 - $300.0 $8,242 - $9,900
-33 Closed
0 $0
Q1 2022

Oct 17, 2024
SELL
$266.13 - $297.6 $45,774 - $51,187
-172 Reduced 83.9%
33 $9.61 Million

Others Institutions Holding IYH

# of Institutions
549
Shares Held
23.6M
Call Options Held
5.5K
Put Options Held
4.4K
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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