Davies Financial Advisors, Inc. Ishares Tr Transaction History

Davies Financial Advisors, Inc.

  • $118 Billion
  • Q4 2024

A detailed history of Davies Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 7,795 shares of IYR stock, worth $747,852. This represents 0.62% of its overall portfolio holdings.

Number of Shares
7,795
Previous 7,316 6.55%
Holding current value
$747,852
Previous $745 Million 2.66%
% of portfolio
0.62%
Previous 0.65%

Shares

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

Jan 16, 2025
BUY
$90.74 - $102.87 $43,464 - $49,274
479 Added 6.55%
7,795 $725 Million
Q3 2024

Oct 09, 2024
SELL
$86.93 - $103.61 $31,381 - $37,403
-361 Reduced 4.7%
7,316 $745 Million
Q2 2024

Jul 30, 2024
SELL
$81.6 - $89.23 $10,036 - $10,975
-123 Reduced 1.58%
7,677 $674 Million
Q1 2024

Apr 25, 2024
BUY
$85.32 - $92.22 $665,496 - $719,316
7,800 New
7,800 $701 Million

Others Institutions Holding IYR

# of Institutions
600
Shares Held
57.4M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Davies Financial Advisors, Inc. Portfolio

Follow Davies Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Davies Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Davies Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email