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 424 shares of IYR stock, worth $41,547. This represents 0.01% of its overall portfolio holdings.

Number of Shares

424

Previous 421 0.71%

Holding current value

$41,547

Previous $42,000 7.14%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$90.74 - $102.87 $272 - $308	3 Added 0.71%	424 $39,000
Q3 2024 Oct 17, 2024	BUY	$86.93 - $103.61 $36,597 - $43,619	421 New	421 $42,000
Q3 2023 Aug 01, 2024	SELL	$77.12 - $89.86 $4,010 - $4,672	-52 Reduced 60.47%	34 $2.67 Million
Q2 2023 Aug 01, 2024	BUY	$80.51 - $86.54 $6,923 - $7,442	86 New	86 $7.48 Million
Q1 2023 Aug 01, 2024	BUY	$78.73 - $95.24 $2,676 - $3,238	34 New	34 $2.89 Million
Q4 2022 Oct 10, 2024	SELL	$76.97 - $89.17 $3,617 - $4,190	-47 Reduced 58.02%	34 $2.85 Million
Q3 2022 Oct 10, 2024	BUY	$80.64 - $103.19 $6,531 - $8,358	81 New	81 $6.56 Million
Q2 2022 Oct 17, 2024	BUY	$86.95 - $112.38 $1,652 - $2,135	19 Added 24.05%	98 $8.98 Million
Q1 2022 Oct 17, 2024	SELL	$99.21 - $115.26 $33,929 - $39,418	-342 Reduced 81.24%	79 $8.59 Million

Others Institutions Holding IYR

# of Institutions

584

Shares Held

49.3M

Call Options Held

7.48M

Put Options Held

5.48M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Wr Wealth Planners, LLC Ishares Tr Transaction History