Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 2,699 shares of IYR stock, worth $260,723. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,699

Previous 2,538 6.34%

Holding current value

$260,723

Previous $243,000 4.94%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$84.48 - $96.25 $13,601 - $15,496	161 Added 6.34%	2,699 $255,000
Q1 2025 May 08, 2025	BUY	$89.49 - $98.98 $227,125 - $251,211	2,538 New	2,538 $243,000
Q3 2024 Oct 24, 2024	BUY	$86.93 - $103.61 $175,077 - $208,670	2,014 New	2,014 $205,000
Q1 2024 Apr 30, 2024	BUY	$85.32 - $92.22 $6,484 - $7,008	76 Added 3.42%	2,300 $206,000
Q4 2023 Jan 24, 2024	BUY	$73.28 - $92.46 $162,974 - $205,631	2,224 New	2,224 $203,000
Q2 2022 Jul 14, 2022	SELL	$86.95 - $112.38 $180,508 - $233,300	-2,076 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$99.21 - $115.26 $5,258 - $6,108	53 Added 2.62%	2,076 $225,000
Q4 2021 Feb 03, 2022	BUY	$103.03 - $116.14 $33,896 - $38,210	329 Added 19.42%	2,023 $235,000
Q3 2021 Oct 19, 2021	BUY	$102.34 - $111.27 $204 - $222	2 Added 0.12%	1,694 $173,000
Q2 2021 Jul 28, 2021	BUY	$93.58 - $104.97 $114,541 - $128,483	1,224 Added 261.54%	1,692 $172,000
Q1 2021 Apr 26, 2021	BUY	$82.27 - $92.74 $38,502 - $43,402	468 New	468 $43,000
Q1 2020 May 14, 2020	SELL	$57.84 - $100.28 $6,651 - $11,532	-115 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$89.52 - $95.36 $10,294 - $10,966	115 New	115 $0

Others Institutions Holding IYR

# of Institutions

581

Shares Held

49.4M

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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Arkadios Wealth Advisors Ishares Tr Transaction History