Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

  • $1.23 Billion
  • Q1 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 2,300 shares of IYR stock, worth $200,698. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,300
Previous 2,224 3.42%
Holding current value
$200,698
Previous $203,000 1.48%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-2,076 Closed
0 $0
Q1 2022

May 02, 2022
BUY
N/A
53 Added 2.62%
2,076 $225,000
Q4 2021

Feb 03, 2022
BUY
N/A
329 Added 19.42%
2,023 $235,000
Q3 2021

Oct 19, 2021
BUY
N/A
2 Added 0.12%
1,694 $173,000
Q2 2021

Jul 28, 2021
BUY
N/A
1,224 Added 261.54%
1,692 $172,000
Q1 2021

Apr 26, 2021
BUY
N/A
468 New
468 $43,000
Q1 2020

May 14, 2020
SELL
N/A
-115 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
N/A
115 New
115 $0

Others Institutions Holding IYR

# of Institutions
549
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

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