A detailed history of Allegheny Financial Group LTD transactions in Ishares Tr stock. As of the latest transaction made, Allegheny Financial Group LTD holds 39,083 shares of IYR stock, worth $3.41 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
39,083
Previous 39,944 2.16%
Holding current value
$3.41 Million
Previous $3.65 Million 3.78%
% of portfolio
1.09%
Previous 1.18%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$85.32 - $92.22 $73,460 - $79,401
-861 Reduced 2.16%
39,083 $3.51 Million
Q4 2023

Feb 08, 2024

SELL
$73.28 - $92.46 $34,295 - $43,271
-468 Reduced 1.16%
39,944 $3.65 Million
Q3 2023

Nov 14, 2023

BUY
$77.12 - $89.86 $974,719 - $1.14 Million
12,639 Added 45.51%
40,412 $3.16 Million
Q2 2023

Aug 07, 2023

SELL
$80.51 - $86.54 $975,700 - $1.05 Million
-12,119 Reduced 30.38%
27,773 $2.4 Million
Q1 2023

May 05, 2023

BUY
$78.73 - $95.24 $94,633 - $114,478
1,202 Added 3.11%
39,892 $3.39 Million
Q4 2022

Feb 08, 2023

BUY
$82.26 - $89.17 $136,716 - $148,200
1,662 Added 4.49%
38,690 $3.26 Million
Q3 2022

Nov 01, 2022

BUY
N/A
3,554 Added 10.62%
37,028 $3.01 Million
Q2 2022

Aug 11, 2022

BUY
N/A
328 Added 0.99%
33,474 $3.08 Million
Q1 2022

May 11, 2022

BUY
N/A
395 Added 1.21%
33,146 $3.59 Million
Q4 2021

Feb 09, 2022

SELL
N/A
-555 Reduced 1.67%
32,751 $0
Q3 2021

Nov 05, 2021

BUY
N/A
802 Added 2.47%
33,306 $3.41 Million
Q2 2021

Aug 10, 2021

BUY
N/A
736 Added 2.32%
32,504 $3.31 Million
Q1 2021

May 12, 2021

BUY
N/A
2,702 Added 9.3%
31,768 $2.92 Million
Q4 2020

Feb 11, 2021

BUY
N/A
29,066 New
29,066 $2.49 Million

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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