A detailed history of Apella Capital, LLC transactions in Ishares Tr stock. As of the latest transaction made, Apella Capital, LLC holds 2,902 shares of IYR stock, worth $253,837. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,902
Previous 2,891 0.38%
Holding current value
$253,837
Previous $264,000 1.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 10, 2024

BUY
$85.32 - $92.22 $938 - $1,014
11 Added 0.38%
2,902 $260,000
Q4 2023

Jan 05, 2024

SELL
$73.28 - $92.46 $83,539 - $105,404
-1,140 Reduced 28.28%
2,891 $264,000
Q3 2023

Oct 10, 2023

SELL
$77.12 - $89.86 $13,881 - $16,174
-180 Reduced 4.27%
4,031 $314,000
Q2 2023

Jul 06, 2023

BUY
$80.51 - $86.54 $339,027 - $364,419
4,211 New
4,211 $364,000

Others Institutions Holding IYR

About ISHARES TR


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

Track Apella Capital, LLC Portfolio

Follow Apella Capital, LLC 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 Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.